We help individuals and families to plan and safeguard their finances and children’s inheritance through the use of wills, lifetime giving and trusts. We also advise about the tax consequences of making gifts and setting up trusts.
We help individuals when difficulties with Wills, estates or trusts arise, for example if they have not been adequately provided for under a Will, or if they do not agree with how an estate is being managed.
We help Executors to deal with the day-to-day administration of estates, including making initial enquiries, preparing the IHT205 or IHT400 forms, liaising with HM Revenue & Customs, applying for probate and winding up the Estate.
We help Trustees to deal with the day-to-day administration of trusts, including preparing annual accounts, liaising with HM Revenue & Customs, preparing tax returns and arranging distributions to beneficiaries.