Everyone aged 18 years or over should make a will, particularly those with families, those in relationships but unmarried and those who own their own homes. If you do not make a will, your assets will be divided according to the law which may not accord with your wishes, or be in the best interests of your family. Taxation can be minimised if you make a will.
If you are unfortunate enough to suffer mental and/or physical incapacity, managing your financial affairs will be made easier if you have previously signed a Lasting Power of Attorney.
What ever the nature and extent of your financial assets, we will work with you to manage, and if possible reduce, your current and future tax liabilities. We also establish and manage trusts, which can help you to retain control over your assets while reducing the burden of taxation.

Your will

• Preparing your Will
• Executor services

Tax planning

• Minimising Inheritance Tax
• Trust creation and management
• Lifetime gifts
• Passing on shares/a business
• Gifts to charity

Service for elderly clients

• Staying in your own home
• Moving into sheltered accommodation
• Means test assessment
• Managing your affairs
• Powers of Attorney/Court of Protection

Probate services

• Obtaining Grant of Probate
• Dealing with intestacy
• Estate administration