Estates: We are here to provide advice when drafting or updating your will and to assist you in the mitigation of Inheritance Tax liabilities as far as possible. Where Inheritance Tax is unavoidable, we can help you plan for its funding, allowing the administration of your estate to be completed in a cost-effective and timely manner.

Trusts: We have extensive experience in dealing with trusts, from those set up for charitable purposes to those for minor children or disabled beneficiaries. Trusts are often created as a means of preservation of wealth and provide a secure and tax-efficient way of allowing assets to be passed down through the generations. We are there to provide you with guidance on the most suitable structure and to facilitate the initial creation of a trust. Once formed, we can deal with any administration that may be required, as well as providing ongoing advice to ensure the smooth running of your trust.

Executorships: Professional and objective guidance can be invaluable at, what can be, a very difficult time. To ensure their wishes are followed in the intended way, we would recommend our clients have a family member and a trusted advisor as executors of their estate. Should you wish us to act as your executors, or if you are interested in learning more about any of our Inheritance Tax and Estate Planning services, please contact us to discuss it further.