Helping you plan and protect what matters.
Making a will is one of the most important things you can do to safeguard your wishes and ease the burden on loved ones. Whether you’re writing a simple will, including a trust, or need a more complex will structure, we’ll explain your options and handle the legal detail on your behalf. You’ll have clear advice from a dedicated team, with a personal approach that puts your family first.
We can help with:
• Making or updating your will
• Inheritance tax planning and lifetime gifts
• Advice on will trusts
• Severance of joint tenancy
• Professional executor services
Helping you plan and protect what matters.
Making a will is one of the most important things you can do to safeguard your wishes and ease the burden on loved ones. Whether you’re writing a simple will, including a trust, or need a more complex will structure, we’ll explain your options and handle the legal detail on your behalf. You’ll have clear advice from a dedicated team, with a personal approach that puts your family first.
We can help with:
• Making or updating your will
• Inheritance tax planning and lifetime gifts
• Advice on will trusts
• Severance of joint tenancy
• Professional executor services
Peace of mind for the long term.
We support families through the probate process with care and clarity — helping to deal with estates in a timely and sensitive way. We can also advise on opportunities for planning with the use of a deed of variation.
We can help with:
• Applying for probate and administering estates
• Advice on inheritance tax and compiling inheritance tax reports
• Advising executors and dealing with beneficiaries
• Administering complex estate matters involving trusts, agricultural and business assets
• Deeds of variation
Dealing with the complexity for you.
We can help you to navigate this complex area. Whether you’re looking to set up a trust or need advice as a trustee, you’ll receive tailored advice and support from a team of experts that you can trust.
We can help with:
• Creating lifetime settlements
• Advice on existing trusts created by will or in lifetime
• Guidance on the removal, retirement and appointment of trustees
• Support on winding up a trust
• Advice on taxation of trusts
Looking out for your future wellbeing.
A lasting power of attorney (LPA) lets you choose trusted people to make decisions on your behalf — if illness, accident or age means you can’t manage everything yourself. It’s a practical and reassuring step, giving you peace of mind for the future.
We’ll help you set up the right LPA for your needs, explain your options clearly, and handle the paperwork efficiently. If someone can no longer make decisions for themselves, we can guide you through the Court of Protection process to ensure proper support is in place.
We can help with:
• Preparing and registering LPAs for health and finance
• Acting as professional attorney
• Advice for attorneys and witnesses
• Making applications to the Court of Protection
• Deputyship orders and ongoing support
• Managing finances and welfare decisions
• Advice for families dealing with capacity issues
