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Wills & Tax Planning
Down to earth advice...
...for private clients
We can advise you in straightforward terms on the potentially complex issues of inheritance tax planning and wills. Every client’s circumstances are different. Some wills can be straightforward and other wills may be more complicated reflecting the complexity of the client’s personal or financial circumstances. Our expertise will ensure that you have a will that is specifically tailored to suit your individual needs.
From a simple will to an inheritance tax planning will we will be happy to discuss your requirements enabling you to:
- Choose the person or persons who will administer your estate
- Decide how and to whom you will leave your cash, property and other assets
- Consider inheritance tax planning
- Shelter assets from care fees
- Make provision for disabled or incapacitated beneficiaries
- Create trusts for children
- Appoint guardians of children
- Make gifts to charities
- Give elderly client advice
Free will reviews are available if you have an existing will and would like us to advise you if it is tax efficient or if changed family and financial circumstances affect your will.
We also offer seminars at the workplace on ‘wills and inheritance tax advice’. For more information please Contact us.
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95% of our work is received by referral both from professional relationships and client recommendation