Wills,Trusts & Tax Planning

Our specialised team are experienced in preparing:

  • Wills (whether basic or complex);
  • Codicils (additional Will documents);
  • Trusts;
  • Letters of wishes;
  • Deeds of Variation; and
  • Living Wills.

We also provide advice regarding:

  • tax planning;
  • estate and succession planning;
  • inheritance tax;
  • the potential for claims against an estate; and
  • trust management/administration.

All of our team are either full or affiliate members of the Society of Trust and Estate Practitioners (STEP). Members of STEP are qualified and experienced in advising families and older persons in managing their affairs.

We regularly advise farmers and other business owners, private individuals and trustees. We also have expertise in advising clients where foreign aspects are involved.