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We have solicitors who are members of the Society of Trusts and Estates Practitioners (STEP), the professional body for trust and estate practitioners, and our team offers private home visits for elderly or infirm clients.
We explain your options in plain language, set out likely costs, and act to protect your family and your estate.
We provide practical support across the full range of private client work, details of which you will find below.
A valid Will ensures your wishes are followed and can reduce the risk of dispute later.
Wills must meet formal requirements to be binding, and they should be kept under regular review after major life events such as marriage, divorce, births, deaths and significant changes in assets.
We draft clear, robust wills that reflect your intentions and protect those you leave behind.
If you are administering an estate we can take care of every step: valuing assets, completing Inheritance Tax forms, applying for probate, collecting assets and distributing them according to the will or the rules of intestacy.
Trusts can be an effective way to protect assets for beneficiaries, provide for vulnerable family members and assist with tax planning.
We advise on the range of trusts available, the tax consequences and the practical steps to set up and administer a trust.
We will explain how trusts interact with inheritance tax, and when alternatives such as lifetime gifts make sense.
Inheritance Tax (IHT) can take a substantial portion of an estate, potentially reducing the value passed to your beneficiaries.
Effective estate planning can help reduce or manage your exposure to IHT. We provide tax-aware strategies that consider your family’s needs, your financial situation, and any charitable donations you wish to make.
Our team will guide you through options like making lifetime gifts, establishing trusts, or using the tax-free allowances available.
We also advise on how to structure your will and assets to minimise IHT liability and maximise the value left to your loved ones.
Whether you’re planning for the future or need advice on existing arrangements, we ensure your estate plan is as tax efficient as possible.
With the rising costs of care, planning ahead for potential care fees is essential. We advise on the best ways to plan for future care costs, ensuring that your assets are protected, and your wishes are respected.
We provide guidance on how to navigate the complexities of care home fees and how they interact with other parts of your estate plan.
Our services include helping you understand eligibility for financial assistance and advising on how to structure your finances to protect your estate.
We also explore options such as gifts, trusts, and the use of assets to mitigate the financial burden of care fees, while ensuring compliance with current laws and regulations.
A Lasting Power of Attorney (LPA) lets you appoint people to make decisions about your property, finances, health or welfare if you lose capacity.
LPAs must be registered with the Office of the Public Guardian before they can be used. Registration typically takes several weeks if the application is complete.
We can prepare, certify and submit LPAs and advise on choosing suitable attorneys.
Where someone lacks capacity and no LPA is in place, the Court of Protection can make decisions about property, finance, health and welfare.
We assist with deputyship applications, ongoing reporting obligations and urgent applications to protect assets or make necessary decisions.
If you believe a will does not make reasonable financial provision for you, the Inheritance Act 1975 allows certain family members and dependants to make a claim.
These claims are fact specific and time sensitive.
We advise on prospects of success, possible remedies and represent clients in negotiations or court proceedings if required.
We offer home visits for elderly or infirm clients who cannot attend our office.
Several members of our team are Dementia Friends and trained to handle sensitive conversations about capacity, care and future planning.
We want to help protect your wishes and your loved ones after your death.
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