Specialised Wills, Trusts and Probate Service

A Will is one of the most important legal documents you will make, and dictates what will happen to your assets after you pass away. Having a professionally drafted Will ensures your wishes are adhered to and can protect your assets for your loved ones by including trusts,effective Inheritance Tax planning, and reduce the likelihood of a successful claim against your estate.

Read more on:

• Disputing a Will
• Contesting the Validity of Wills in the UK
• Rectification of a Will
• How Often should You Update your Will 
• The Gentleman: What do I do if I’m left out of a Will?
• How to get started making a Will
• 8 Life Events That Should Prompt You to Update Your Will
• Why a £59 Facebook Will Isn’t the Answer
• Why would I? I’m only 20

How we can help:

By making Lasting Powers of Attorney, you can choose people you trust to make decisions relating to your property and financial affairs and health and welfare in the event that you lose capacity and are no longer able to make those decisions for yourself.

How we can help:

Our assistance with probate matters can be tailored specifically to suit your requirements. We can help as little or as much as you need, and provide you with a bespoke cost for our involvement. Seeking legal advice at the early stages of a probate matter is crucial when Inheritance Tax is payable, as there may be steps that can be taken to minimise this liability even after your loved one has passed away.

There are some assets which may require a Grant of Probate (if the deceased died leaving a Will) or Letters of Administration (if the deceased died intestate) to administer. These assets include bank accounts containing over £50,000.00 (although this does vary dependant on the bank), the sale of stocks and shares, and the sale of a property. When you notify a financial provider of the death of your loved one, they will advise you whether they require a Grant of Probate/Letters of Administration.

Read more on:

• Contesting the Validity of Wills in the UK

How we can help:

Our experienced lawyers specialise in resolving probate disputes efficiently and effectively. We understand the sensitive nature of such cases and approach each situation with a combination of legal knowledge, experience and empathy. Choosing our lawyers to help handle your dispute means aligning yourself with a dedicated team that strives to protect you and achieve a fair resolution in the face of challenging legal situations.

How we can help:

A business owner works hard to grow their business, and it is vital they have control over what happens to their business after they die or no longer have capacity. Our experienced lawyers work with business owners to implement succession plans and protect their assets after their death from Inheritance Tax.

How we can help:

Our lawyers have extensive knowledge and experience in estate planning and trusts to enable us to provide you with the peace of mind that your assets have been protected for your loved ones. We understand that each client’s situation is unique and provide you with the confidence that your trust is structured to meet your unique objectives.

How we can help:

Inheritance Tax is the highest form of tax, and is paid by your estate on your death at 40%. Effective and careful planning can mitigate your Inheritance Tax liability and save your estate millions of pounds in Inheritance Tax.

We will:

If your loved one has lost the capacity to make their own decisions without having a Lasting Power of Attorney in place, you can apply to the Court of Protection for a Deputyship Order to make decisions on their behalf for their health and welfare and property and financial affairs.

How we can help:

Our assistance with probate matters can be tailored specifically to suit your requirements. We can help as little or as much as you need, and provide you with a bespoke cost for our involvement. Whether the estate is straightforward, or includes foreign assets, business interests or agricultural assets, we have the expertise and experience to help.

Once you have obtained the Grant of Probate/Letters of Administration, you are then able to collect in the estate assets and distribute the estate to the beneficiaries.

How we can help:

If you own agricultural assets and businesses, it is vital to obtain legal advice to ensure you have effective succession planning and Inheritance Tax planning in place, to ensure your assets are protected for the next generation. We can provide tailored solutions that ensure a seamless transition of assets and management, which will not only mitigates potential family disputes but also incorporates tax-efficient solutions to protect your assets.

How we can help:

If you are an attorney or deputy for your loved one who has lost capacity, you may feel overwhelmed and require some guidance on your duties and responsibilities. Our lawyers can offer their expertise to support you in your role, and in circumstances where issues arise with other attorneys, assist with disputes between attorneys or deputies.

How we can help:

Acting as a trustee of a trust can be overwhelming, and you may be unsure of your role and responsibilities. Our lawyers can provide support for trustees, offering invaluable guidance to navigate the complexities of their role and address any disputes that may arise. Whether you’re a first-time trustee or managing a trust with multiple trustees in disagreement, our lawyers offer personalised advice to help you make informed decisions that align with both the trust’s objectives and legal requirements.

How we can help: