Wills, Probate, Trusts and Estate Planning

Wills, Probate, Trusts and Estate Planning

Our wills, probate, trusts and estate planning team is on hand to offer you legal advice whatever your circumstances including drafting wills, assisting with probate, tax planning, powers of attorney, tax efficient wills, estate planning and declarations of trust.

We deliver a cost effective and timely service which can help you and your family save thousands of pounds and if required we can offer home visits.

Practical, sensitive approach

Dealing with wills and inheritance can be stressful. It’s our job to make things simpler – and your life easier. Our expert team focuses on providing advice that’s practical, cost-effective and easy-to-understand. They’ll sit down with you to explain the process, look at your options, and find the right solution for you and your family. We’ve done things this way for decades. It’s how we’ve built relationships with generations of families, across the region and beyond.

Our Approach

Clients have welcomed our practical yet sensitive approach to their private financial affairs since Neves was first established as a law firm in Luton 1867. Our aim is to provide you and your family with the best advice possible and believe in a no nonsense, no jargon approach. As a result most of our clients come to us from recommendation by the family and friends of existing clients.

When should you come to us?

As your financial standing is certain to change over time, you should review your affairs regularly, and certainly before any major events such as:

  • Getting married
  • Buying a home
  • Having children
  • Retiring
  • Other life changing events, like divorce or bereavement, should also trigger a review of your assets.

We offer a confidential and personal service to clients. The solicitor you see will help you to review your affairs and can advise you on all aspects of personal wealth, giving you and your dependants' peace of mind.

Need help with a will, probate or a trust?

Drafting Wills

Drafting Wills

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.

Probate & Intestacy

Probate & Intestacy

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.

Lasting Power of Attorney

Lasting Power of Attorney

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 Disputes

Inheritance Disputes

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

Trusts and Tax Planning

Trusts and Tax Planning

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.

Safeguarding Vulnerable Adults

Safeguarding Vulnerable Adults

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. 

We very much appreciated the manner in which our matter was dealt with, efficient and pleasant.

11/10/2016

Members of our team

Gail Donaldson
Senior Associate and Head of Private Client
Hayley Ruckin
Solicitor - Private client
Jennifer Duckett
Solicitor - Private Client
Fiona Halsey
Solicitor - Private Client
Maxine Braham
Solicitor - Private Client