Wills, Trusts, Tax & Probate

Our dedicated and specialist team of private client solicitors recognise that every client is different. As such we treat you as an individual with your own needs. Our commitment to provide individual solutions and a level of client care to match ensures that we maintain our reputation as one of the leading private client practices in the area.

We are able to advise on all aspects of private client law including:

the drafting of Wills and Trusts
Probate and Estate Administration
Inheritance Tax and Capital Gains Tax planning.

Where necessary, each member of the team is able to make home or hospital visits where clients are unable to attend the office and clients can be seen at any one of our offices. We also offer early morning, late evening, and lunch time appointments at all our offices. Our Upminster office is also open Saturday mornings for appointments.

Click here to for an A-Z of Private Client terms and phrases

Making a Will

Making a will is the single most important thing you can do to protect your loved ones after your death. A properly drafted Will ensures that you decide who receives your estate when you die and that your personal wishes are carried out. Contrary to popular belief it is not an expensive or complex process but many people put it off, sometimes resulting in unforeseen and difficult circumstances after their death.

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Probate and Estate Administration

The Executor of a Will is personally responsible for the process of dealing with administration of the deceased's estate. The responsibilities and duties of an Executor following a death can be complex and time consuming, especially if there is a need to obtain a Grant of Probate or pay Inheritance Tax. Where a person dies without a Will they are said to die intestate and in these circumstances the law provides who is entitled to administer the estate.

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Trusts

The use of trusts, either set up during a person's lifetime as a means of estate planning, or upon death through a person's Will, is a complex area that requires careful consideration of trust law and the way that trusts are taxed. Trusts vary so much depending on the purpose for which they are created. It is important to establish from the outset what type of trust is most suitable.

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