Some 70% of people die without a will. The rules of intestacy which apply can lead to unexpected results and unnecessary distress for the family. As well as ensuring that your estate passes to those to whom you intend, we can help to save thousands of pounds with some simple ideas which can be included in a will.

In the event of someone dying, we are here to support you. We are experienced in dealing with all aspects of estate administration in a proactive, efficient and sensitive manner. This will include the application to the court to obtain probate and the preparation and submission of all necessary tax returns.

Should the worst happen, and you lose your mental capacity you can protect your property, finances and health and welfare with a Lasting Power of Attorney, (LPA).  This is a legal document whereby you can give another person (‘your attorney’) authority to make certain decisions on your behalf.

Inheritance claims and will disputes are very different but both relate to what happens to a person’s estate after they have died.

When you have made a tax efficient will, any further tax mitigation must be by gifting and actions taken during your lifetime. We can work with your accountant or other professional advisors and advise on schemes or trusts which may avoid or reduce your Inheritance Tax and/or Capital Gains Tax liability.

Declarations of Trust, also known as Trust Deeds, are used to record the beneficial ownership, also known as equitable ownership, of a property between two or more parties.

If you have full or partial responsibility for a relative suffering from dementia, learning disability, or mental disorder then sometimes that responsibility weighs heavily.  There are difficult decisions to be made about keeping your loved one physically well and healthy but ensuring they have a good quality of life.