Wills/Trusts/Personal Tax Planning

Wills

Nicholson Portnell has considerable experience in drafting wills, from simple wills to complex ones involving Inheritance Tax planning.

This firm has particular expertise in drafting tax-effective Nil Rate Band discretionary trust wills and providing related advice.

Members of this firm have experience in preparing wills and advising both clients who own property abroad and individuals who may be domiciled abroad (i.e. who consider their permanent home to be outside the UK).

Much of this firm’s current work involves reviewing existing Wills in the light of the Finance Act 2006.

Trusts

This firm regularly advises on the creation of trusts (whether these are created for tax-planning or other reasons), as well as giving advice on the management of existing trusts, particularly in the light of the Finance Act 2006.

Personal Tax-Planning

Nicholson Portnell can provide advice regarding personal tax planning both through wills and during your lifetime.


If you require advice regarding any of the above areas you should contact Pamela Air, Alison Bragg, Sara Frost or John Humble.

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