Private Clients
Wills, Trusts and Tax
If you want to be sure that your property and assets will go to those you want to benefit when you die then you need to talk to us. We will discuss in detail the most efficient structure for your will and advise you fully on all of the implications of the will. Making a 'do-it-yourself' will is dangerous. There are particular technicalities which, if not met, can invalidate your will. The use of the wrong words may upset your intentions or could mean you pay more tax than you should.
We can help you make your will, so you can provide for what is to happen to your assets on your death. Our advice covers the rights of others to make a claim against your estate, and how best to avoid their claims. If the value of your estate is likely to incur tax on your death, we address inheritance tax planning issues.
We are able to advise on all sorts of lifetime and will trusts which enable you to arrange ownership of property, in many cases tax efficiently, to achieve your objectives.
The formation of trusts and the administration of them are an important part of our work. We will gladly discuss the options available to you to ensure that decisions are taken and implemented in line with your needs.
No one likes to pay tax! By understanding the effect of the Law on your assets you can take full advantage of tax exemptions and reliefs both during your lifetime and for your beneficiaries after your death.
Changes in the law happen regularly and your affairs should be structured to take account of them. Our experience can guide and advise you on a wide range of tax and trust matters to ensure that the burdens on your assets are minimise.
Please do not hesitate to contact us. Our details can be found via the contact tab at the top of the screen.
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