WILLS, PROBATE, TRUSTS & ESTATES
Need help making a will?
Help with inheritance or capital gains tax?
Do you need tax or probate advice?
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Wills
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Inheritance Tax Planning
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Probate
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Administration of Estates
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Court of Protection matters
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Trusts
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Power of Attorney
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Retirement Financial Planning
Wills & Trusts
The importance of making a will cannot be overstated. We are able to tailor a will to meet your individual requirements, taking into consideration all personal circumstances, family and financial commitments.
Advice on probate, inheritance tax planning and all forms of trusts is also available from our expert staff and we can recommend and arrange the services of a qualified financial adviser should this become necessary.
In dealing with the personal affairs of our clients, our services also extend to Powers of Attorney and Court of Protection orders.
Our professional service will give you confidence that everything has been considered and that your wishes
have been carried out.
Administration of estates
We can help by efficiently and sensitively dealing with probate following the death of a family member and with all aspects of realising and distributing property. Our personal service is here to guarantee that everything is dealt with as quickly and effectively as possible.
Tax advice
Advice on Inheritance Tax or Capital Gains Tax is available from our experienced team. We are able to deal with tax returns and reclaims, arising in trusts, as part of the administration of estates, or for individuals
Retirement
We are able to assist clients as they plan for retirement and beyond and advise on the various benefits and issues that may arise.
For professional advice - call us on 01422 339600
“Building long term relationships with you is key to understanding your needs and looking after your interests.”