Wills, Tax & Trusts

As a well-established practice we offer a range of legal services for groups, couples and individuals, providing tailored solutions that meet your legal needs.

Using an expert lawyer for tax planning, trusts or wills and probate may seem expensive at first glance, however once all the considerations have been taken into account, the cost of the work can be outweighed by considerable savings. We're committed to clear pricing transparency, offering excellent service, with no surprises on cost. 

Dealing with personal issues, such as setting up trusts can be fraught with complex rules and regulations. A key concern for clients is to gain peace of mind through professionally drafted documents, ensuring tax efficiency and clarification of their wishes. 
 
Highly skilled lawyers guide clients with sensitivity and understanding to ensure the best possible and most relevant solution is achieved. Writing wills and dealing with a loved one's estate is particularly stressful so we like to make the process as reassuring as possible. 
 
Areas that often come up for discussion include: 
  • Changes to the taxation of trusts
  • Contentious trust and probate
  • Flexible family trusts
  • Setting up charities or charitable trusts
  • Transferable nil rate band
  • Dealing with the fallout from homemade wills
  • Writing a tax efficient will
  • When to review wills, changes to the law
  • Managing changes to the family structure
  • Contesting a will
  • Post death variations, tax mitigation and asset protection
  • Lasting powers of attorney
  • Selling a business or retiring from a business 

For more information or to setup an initial meeting contact us by email or phone one of our team direct.
 

Partners

Judith Long
Partner and Department Head
Trust & Estate Practioner
t: 01423 851117

Mark Jones
Partner
Trust & Estate Practitioner
t: 01423 851139

Team Members

Clare Railton (nee Maddock)
Solicitor
t: 01423 851136

Will Registration

Client Quotes