Trusts, Wills & Probate

Planning your finances when you are young will help to maintain your standard of living in later years and can often reduce your future tax liability.

We encourage our clients to have their Will prepared and to plan for their changing financial needs as their resources and responsibilities vary. When additional or specialist care is needed, we will seek the most effective means of finance, minimising the cost to you and your estate. We are also able to manage investments, bank and building society accounts and attend to bills.

We offer the following services:-

• Wills and Inheritance Act planning

• Executor Services, Estate administration and Intestacy

• Creating and managing Trusts

• Lifetime gifts

• Care for the elderly, dealing with the Local Authority, Means test assessments, State benefits and moving to a nursing home

• Powers of Attorney, Court of Protection matters where relatives are incapable of managing their finances

• Retirement planning

• Preserving, passing on and taking an income from the family business

• Protecting your assets, including your home

• Tax advice

• Provision for Trusts for children or grandchildren

• Deed of Variation