Wills, Trusts & Probate

Help and guidance

Our specialist department is dedicated to the preparation of Wills and the administration of trusts and estates.

Wills and Probate

We advise clients and draft Wills for them and can preparing other documentation to give effect to the client’s wishes.  We are also able to offer advice on the broader taxation and other implications.  Taxation can have a very significant impact on the value of the estate which eventually passes to the beneficiaries.  Often this results in our clients making arrangements during their lifetimes to reduce the tax burden on the estate.

Trusts and Estates

We have a long standing expertise in dealing with the administration of trusts and estates and our knowledge in this area enables us to managed them to the best advantage of the beneficiaries.  We have founds that many clients were unaware of the possibility of varying the provisions in Wills within two years from the date of the death and our advice in that field has resulted in significant tax savings for our clients and the family.

Power of Attorney

We are frequently consulted by clients in connection with the creation of Powers of Attorney and have a  vast experience of dealing with Court of Protection applications, which become necessary in instances where clients or their relatives are no longer able to administer their own affairs.

Inheritance

We have also developed an expertise in dealing with claims against estates by disappointed relatives and can advise fully on the implications of the Inheritance (Provision for Family and Dependants) Act.

Commonly asked questions

What information do you need in order to prepare my Will?
What happens to my Will once I have signed it?
What are Lasting Power of Attorneys (‘LPAs’)?
Can someone still make LPA’s if they have lost capacity?
I made an Enduring Power of Attorney (‘EPA’) prior to 2007, is it still valid?
I am dealing with a relative’s estate. Can you help?
What is a Grant of Probate?
Nil Rate Band and Residence Nil Rate Band. Can you explain what they are?