We provide friendly, bespoke advice on all aspects of Wills and Trusts.
More about our Wills and Trusts Service
Our friendly Wills and Trusts specialists are ready to help with your estate planning, succession and inheritance tax issues. This includes structuring Wills and Trusts efficiently to help minimise your inheritance tax liability. We will ensure that your estate is set up in the most tax efficient manner and safeguard your assets for the long term.
There are many tax saving opportunities available and the earlier arrangements are made, the greater the chance you will have to preserve your assets for future beneficiaries. It is important when planning to transfer an estate, that adequate consideration and planning from a professional with a detailed knowledge of the current tax regime is undertaken. We have considerable experience with regards to the structure of Wills and utilisation of Trust schemes and are happy to compliment the services of other professionals that may be involved in your plans to protect your finances.
Our team of experts can provide advice and assistance for the following:
Will structure to minimise tax liabilities
Inheritance tax mitigation and funding strategies
Trust schemes to ensure your finances are protected for the future
Arranging adequate life assurance to cover potential inheritance tax liabilities
Provide support, liaise and work alongside other professionals when required
Application for Probate
Arranging probate for executors and advise executors on tax issues and Deeds of Variation
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