Our friendly team will advise you about all you will ever need to know about wills, trusts and tax

Our experienced team of specialists have a wealth of expertise in the creation and administration of wills in England and Wales. We will be able to guide you through the process of making a will so that you understand the practical and financial implications of putting your wishes into effect, in a cost-efficient way.

For almost 300 years we have been helping our clients put their family affairs in order and ensure that their assets are protected in the UK or abroad. Our friendly and approachable team offer a straightforward and sensible approach to tax issues and help to plan for the future.

We will work with you to find the best way to minimise inheritance tax, by explaining how to use the exemptions and reliefs available, and also giving consideration to gifts and trusts.

Making a Will

Making a Will gives you the knowledge and control over what will happen to your affairs when you die. It gives your loved one’s peace of mind that they are following your wishes, and it is clear who can deal with legal matters for you.

With our assistance in the preparation of your will, advice can be given on:

  • Appointment of guardians for your minor children
  • Any funeral wishes that you may have
  • Appointment of executors and trustees
  • Minimising Inheritance tax that may be payable
  • Protecting your assets
  • Reducing disputes on death
  • Protecting vulnerable beneficiaries
  • Capturing inheritance tax, business property relief and agricultural property relief if appropriate

Your will should be reviewed on a regular basis, and particularly if you have a change in your circumstances. This includes a marriage or if you divorce, or if you now have grandchildren and you want them to benefit.

Protecting assets is often a consideration for a lot of clients particularly when considering future care needs. Married couples can benefit from setting up 'life interest trusts' in their wills. On the death of the first spouse, this trust would come into effect which would protect one half of the home against financial assessment by the local authority

Trusts

With ageing parents and grandparents, families are becoming increasingly aware of their changing circumstances and the need to protect and safeguard family assets as well as protecting those beneficiaries who are deemed vulnerable. Trusts can be a useful mechanism for this and can also be used to help save tax as well. They can be set up during your lifetime or in your Will.

Our experts can advise you on whether they are suitable for your particular circumstances. Once set up, there are a large number of legal and moral responsibilities for the Trustees and our experts can provide the advice and guidance to comply with ongoing taxation and administration requirements. We can assist you with this, compiling trust tax returns on your behalf and trust accounts, and we can act as professional trustees if appropriate.