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SERVICES for YOU

Estate Planning

Without proper estate planning you estate will be subject to an unnecessarily large tax burden on your death, money which could better be used for the care of those that you leave behind.

Working with you, your financial adviser and your accountant our experienced and specialist team can, through the use of wills and trusts, minimise your tax liability - both during your life and after your death - and maximise what you're able to pass onto your loved ones.

Our Estate Planning service includes:

  • the preparation of a tax efficient Will
  • advising as to the range of personal exemptions and reliefs available to you and to your family
  • the tax efficient transfer of business and agricultural assets
  • making use of trusts for maximum tax efficiency and, where necessary, to ensure that your assets are protected from lifetime threats such as divorce or mismanagement

Our solicitors are members of the the Society of Trust and Estate Practitioners - recognised experts in their field.

FREE CONSULTATION - we offer an initial consultation completely free of charge and with no obligation. To find out how our experts can help you please call us now on 01902 577709

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Julia Tennant

Direct Dial 01902 577718

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Michael Tomlinson

Direct Dial 01902 577724

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Samantha Thorley

Direct Dial 01902 577709

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Jonathon Taylor

Direct Dial 01902 577729

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