Private Clients:
Tax, Wills & Estates

Persons responsible for this department: Katherine Carroll, Michele Denne & Duncan Rabagliati

Click here to view our
Lasting Powers of Attorney factsheet
Click here to view our
Finance Act 2006 factsheet

Wills & Inheritance Tax Planning

Two out of three people do not make a Will at all and this can lead to arguments and disputes on death. Making a Will guarantees that your estate will pass to your chosen beneficiaries and can save tax. You can also stipulate who will deal with the estate (your Executors) and who will look after any minor children (your Guardians).

Even if you have a Will, it should be reviewed if your circumstances change, e.g if you have children/grandchildren, buy a major asset or get divorced. If you marry or remarry any previous Will is automatically revoked. In any event, it is always prudent to review your Will every 5 years or so.

We also review your Will in order to ensure that
it is as Inheritance Tax efficient as possible especially in light of the pre-budget report in October 2007 and the Finance Act 2006.

We offer competitive fixed fees for drawing up wills. Please contact us for further details.

Click here to send an email to this department

Click here to view our Finance Act 2006 factsheet

Click here to complete the Will Questionnaire

Click here to view our current Departmental Costs

Probate and Estate Administration

HM Revenue & Customs rules state that an Inheritance Tax account must be completed regardless of the value of the estate if a Grant of Probate is required. Therefore, dealing with someone’s estate yourself is not as simple as once it might have been.

We can assist in relieving the burden of administering an estate, even if there is no Will or another solicitor has prepared it. Personal Representatives (‘PRs’) are personally liable to ensure that tax is paid and furthermore, they are required to attend a personal interview at the Probate Registry unless they have a solicitor acting for them.

This can be daunting and time consuming. If we deal with the administration we can bypass this formality and wind up the estate efficiently and ensure that all Inheritance Tax, Income Tax and Capital Gains Tax issues are dealt with.

We can also advise on post-death Inheritance Tax planning and Deeds of Variation (which allow the PRs to vary the terms of a Will or intestacy rules within 2 years of the date of death).

We have a flexible fee structure to suit your individual needs. Please contact us for further information.

Click here to send an email to this department

Click here to view our Probate Factsheet

Click here to view our Probate Questionnaire

Click here to view our current Departmental Costs

Lasting Powers of Attorney & Enduring Powers of Attorney

No new Enduring Powers of Attorney can now be created but existing EPAs remain in force. We can advise and assist on existing EPAs and registration.

Click here to view our LPA Factsheet

Click here to send an email to this department

Click here to view our current Departmental Costs

Lifetime Trusts

Trusts have been changed by the introduction of the Finance Act 2006. However, they do still enable you to provide for your chosen beneficiaries without passing to them the outright control of the money or assets. Instead, they are placed in the hands of your chosen Trustees for management until the time you choose. Please contact us for further information.

Click here to send an email to this department

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Following the pre-Budget report, the Inheritance Tax laws have changed from the 9th October 2007.

Essentially, this relates to married couples / civil partners and ensures that both spouses' / civil partners' nil rate bands (the tax-free threshold, currently £300,000) are available on the second death.

The far reaching effects of this unexpected legislation are still being considered by practitioners and detailed information will follow shortly ...

Persons responsible for this department: Katherine Carroll, Michele Denne & Duncan Rabagliati

Wills & Inheritance Tax Planning

Lifetime Trusts




								Following the pre-Budget report, the Inheritance Tax laws have changed from the 9th October 2007. Essentially, this relates to married couples / civil partners and ensures that both spouses' / civil partners' nil rate bands (the tax-free threshold, currently £300,000) are available on the second death. The far reaching effects of this unexpected legislation are still being considered by practitioners and detailed information will follow shortly ... up Pause or Play down

		Private Clients: Tax, Wills & Estates Persons responsible for this department: Katherine Carroll, Michele Denne & Duncan Rabagliati Click here to view our Lasting Powers of Attorney factsheet Click here to view our Finance Act 2006 factsheet Wills & Inheritance Tax Planning Two out of three people do not make a Will at all and this can lead to arguments and disputes on death. Making a Will guarantees that your estate will pass to your chosen beneficiaries and can save tax. You can also stipulate who will deal with the estate (your Executors) and who will look after any minor children (your Guardians). Even if you have a Will, it should be reviewed if your circumstances change, e.g if you have children/grandchildren, buy a major asset or get divorced. If you marry or remarry any previous Will is automatically revoked. In any event, it is always prudent to review your Will every 5 years or so. We also review your Will in order to ensure that it is as Inheritance Tax efficient as possible especially in light of the pre-budget report in October 2007 and the Finance Act 2006. We offer competitive fixed fees for drawing up wills. Please contact us for further details. Click here to send an email to this department Click here to view our Finance Act 2006 factsheet Click here to complete the Will Questionnaire Click here to view our current Departmental Costs Probate and Estate Administration HM Revenue & Customs rules state that an Inheritance Tax account must be completed regardless of the value of the estate if a Grant of Probate is required. Therefore, dealing with someone’s estate yourself is not as simple as once it might have been. We can assist in relieving the burden of administering an estate, even if there is no Will or another solicitor has prepared it. Personal Representatives (‘PRs’) are personally liable to ensure that tax is paid and furthermore, they are required to attend a personal interview at the Probate Registry unless they have a solicitor acting for them. This can be daunting and time consuming. If we deal with the administration we can bypass this formality and wind up the estate efficiently and ensure that all Inheritance Tax, Income Tax and Capital Gains Tax issues are dealt with. We can also advise on post-death Inheritance Tax planning and Deeds of Variation (which allow the PRs to vary the terms of a Will or intestacy rules within 2 years of the date of death). We have a flexible fee structure to suit your individual needs. Please contact us for further information. Click here to send an email to this department Click here to view our Probate Factsheet Click here to view our Probate Questionnaire Click here to view our current Departmental Costs Lasting Powers of Attorney & Enduring Powers of Attorney No new Enduring Powers of Attorney can now be created but existing EPAs remain in force. We can advise and assist on existing EPAs and registration. Click here to view our LPA Factsheet Click here to send an email to this department Click here to view our current Departmental Costs Lifetime Trusts Trusts have been changed by the introduction of the Finance Act 2006. However, they do still enable you to provide for your chosen beneficiaries without passing to them the outright control of the money or assets. Instead, they are placed in the hands of your chosen Trustees for management until the time you choose. Please contact us for further information. Click here to send an email to this department PausePlay \| Up \| Down scroll