wills, probate/estates, trusts & tax planning

Tax law is complex and constantly changing. Most families’ circumstances change within a 3/5 year time frame e.g. because of business or financial difficulties, a divorce, a re-marriage, a death in the family, births. The needs of family members can all affect the arrangements you might have made, so it is important that you have in place (and regularly review) those arrangements to ensure the financial and emotional stability of your family.

We can advise you on the best way to plan ahead to minimise future tax liabilities. We will help you to prepare (and then regularly review) a relevant and valid Will. We can also help you to protect your family e.g. by setting up a trust. Trusts are not necessarily just for the very wealthy. We can tailor a programme/solution to meet your specific needs.

Our team have collated a will checklist for you information and can advise you on:

• Wills
• Trusts (set up either in Lifetime or on Death (through a Will))
• Inheritance Tax Planning
• Capital Gains Tax Planning
• Powers of Attorney
• Retirement & Succession Planning
• Long Term Care