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Trusts, Tax & Estate Planning

Estate planning solutions to suit all circumstances

Estate planning is organising one’s affairs to ensure that your legacy provides for those for whom you care, next generation and beyond. We build in structures that will reduce the risk of third party claims to protect your assets.

We make the complex simple. We exist to make your life easier to enable you to get on with the things that are really important to you.

Our lawyers have specialist qualifications and are members of the Society of Trusts and Estate Practitioners. We have done it before. We listen and really understand your situation. We call it legal efficiency.

Services –

Estate management, Lifetime planning, Inheritance tax planning (IHT), Inheritance tax: residence nil rate band (RNRB), Downsizing advice, Capital Gains Tax (CGT), Care Planning, Bare trusts, Business property relief, Business succession planning, Variation of trusts, Appointing trustees, Terminating trustees appointments

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