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We
aim to provide a tailor-made service for each individual client in order
to meet their exact requirements and we are able to advise on all aspects
of private client work:
• assist in the preparation of wills and codicils and the setting up of
trusts.
• advise on executor and trusteeship and wills for particular
circumstances such as divorce or for unmarried couples.
• assist in making a will tax-efficient, in order to reduce the amount of
inheritance tax paid by the estate, by use of lifetime gifts, reliefs and
exemptions etc.
Probate and Estate Administration
• advice on executorship and on all aspects of estate administration,
including obtaining a grant of probate, preparation of inheritance tax
forms and negotiating with the District Valuer estate property sales
• assisting individuals with inheritance claims and beneficiaries to make
the administration tax efficient
• giving tax advice to beneficiaries or by use of post death deed of
variation.
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