Wills Trusts and Estate planning
Protect your family with our comprehensive range of Financial and legal services.
Trusts and Estate Planning
Wills, Trusts and Estate Planning Services
We offer a comprehensive range of estate planning services, including
- Preparing the right Will for your requirements
- Arranging Powers of Attorney where needed
- Adding Trusts to your Will which are referred to as Will Trusts using Spousal exemptions to minimise Inheritance Tax
- Creating Trusts to shield property assets from Inheritance Tax and Probate which are referred to as living Trusts
- Using all available allowances and exemptions to minimise Inheritance Tax
- Simplify your Estate to ensure a swift and simple probate process so that your beneficiaries receive their inheritance
- Our experienced legal professionals can help you protect your assets and ensure your wishes are carried out. They use a full range of standard Wills, wills trusts, living Trusts, Powers of attorney and Estate Planning products and services
About us and our services
Our Experience
With over 60 years of experience in the legal and Financial Services industry, we have the knowledge and skills to handle any case.
Our specialists are STEP (Society of Tax and Estate Planners) affiliated members and either Chartered Financial Planners with the Advanced qualifications in Tax, Trusts and Business Planning or Diploma Qualified Financial Planners
We offer a 30 minute initial consultation free of charge. to discuss your needs for a Will, Power of attorney, Living will, Wills Trusts or other Estate Planning and Legal services
Our Approach
We believe in a personalized approach to each case, taking the time to understand our clients' unique circumstances and needs. You may have a large portfolio of properties and a variety of other assets, we can help you to navigate the most tax efficient solution
Our Services
We offer wide range of legal services,
- Wills
- Will Trusts
- Living Trusts
- Property Trusts
- Powers of Attorney
- Probate
- Many other Legal services