Wills and Lifetime Planning
As one of the longest established firms in the area, we are well versed in advising clients about making wills. Whether you are wishing to make a simple or complex will, we have the expertise to produce a will that meets your exact specifications. We also offer an affordable and comprehensive service for couples wishing to make mirror wills.
We can also offer advice on estate and tax planning issues. Whether it is preserving assets in the event of long-term residential or nursing care or ensuring that your family have a sound financial future when you are gone, we can cater to each client’s needs and objectives by advising on a combination of wills, trusts and lifetime giving.
We specialise in this area having had many years of experience. Whether the Deceased has left a will or not, we can help with registering the death, arranging the funeral, clearing and selling any property, calling in assets and paying expenses, attending to tax matters and distributing the estate.
Where Inheritance Tax is an issue, we can help with completing the necessary forms and liaising with H.M. Revenue & Customs. We can also offer retrospective tax planning via Deeds of Variation.
Death is a sad and stressful time and we will try and give help and support as best we can.
Where necessary, we can visit clients at home and in hospitals or care homes.