Administration of Trusts

Have you been appointed as a Trustee? If so, we can look after the day-to-day administration of the trust, including preparing annual accounts, liaising with HM Revenue & Customs, preparing tax returns and arranging distributions to beneficiaries.
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Probate and Estate Administration

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.
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Deputyship Applications

We help families to make applications to the Court of Protection, where a loved one is no longer able to make financial or health care decisions and has not appointed an attorney.
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Lasting Powers of Attorney

We help individuals to appoint trusted friends or family to assist them with their finances or care decisions.
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Trust and Estate Disputes

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.
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Wills and Tax Planning

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.
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