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WILLS & ESTATE PLANNING

The only way to ensure that wishes are carried out after death is to leave a will. If a person dies without a will in place, the law currently dictates how the estate is to be distributed which can cause unwanted results. It is also important that, having made a will, it is kept under regular review to ensure that the will takes into account changing family circumstances.

We are able to assist with the drafting of a will, whether the affairs are straightforward or more complex. We are also able to advise on the use of wills as an effective tax planning tool and as to the inclusion of trusts within a will where appropriate.

Example of our experience: Administration of Trusts – Trust taxation

We were approached by the trustees of a trust with a bag full of papers. The trustees had got themselves in rather a muddle finding themselves completely out of depth in dealing with the trust’s taxation affairs. We established a record with HMRC to act as Agent for the trustees and then completed several years of amended trust and estate tax returns, to include making claims for tax repayments on behalf of those minor beneficiaries who had received income distributions from the trust during those years. We now act for the trustees in all aspects of trust administration.

KEY CONTACTS

Carol Morris

Carol Morris

Partner

"At all times it was clear that Carol was acting in my interests which was very reassuring"

Richard Mullings

Richard Mullings

Partner

"It is not often that you can say you are completely happy with the service provided, but this is one…

Nicholas Parsons

Nicholas Parsons

Head of Private Client & Agriculture

"I was dealt with in a professional, courteous, but also friendly manner. Everything was explained clearly"

Kate Nairn

Kate Nairn

Associate and Fellow of the Chartered Institute of Legal Executives

"Kate made me feel relaxed during our appointment and she has a lovely down to earth approach"

Steven Pipe

Steven Pipe

"Steven was very knowledgeable in his field and extremely professional throughout"

Morwenna Scott

Morwenna Scott

Solicitor

"It was a pleasure to deal with Morwenna. She was efficient, helpful and compassionate"

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