Our private client team provides a comprehensive range of services to all our clients and their families including farmers, business proprietors and individuals with complicated family circumstances.
Our team consists of members of the Society of Trust and Estate Practitioners (STEP), Solicitors for the Elderly and Probate Section and, between them, have many years of experience in all aspects of private client work.
The services provided by the private client team includes the following:-
| We are able to prepare your will or review your existing will. |
| We can advise on the mitigation of inheritance tax both through your will and during your lifetime. |
| Our team acts swiftly and professionally on behalf of or as executors and administrators in the administration of a person’s estate. |
| Our team can both draw up trust deeds and act on behalf of trustees or as trustees, in the administration of a trust, whether the trust has been established by will for a minor, for tax-planning purposes or for an individual who is unable to manage their own finances. |
| An extremely important document that can be put in place should you ever become unable to manage your own affairs. We are able to prepare both your property and affairs lasting power of attorney and your welfare lasting power of attorney for you and advise you (and your attorneys if required) on the implementation of the power of attorney, should the need ever arise. We can also act as your attorneys. |
| We are able to prepare this for you and provide advice regarding this document. |
| We can advise you about the current rules on payment of fees, the local authority’s involvement and benefits you may be entitled to. |
| Whether it is applying to the Court of Protection to act as deputy to someone who is incapable of managing their affairs themselves, or inheritance tax planning on behalf of the deputy and the patient, we can advise on all aspects of Court of Protection work. |
These are just some of the matters that our team are involved with and advising clients on a daily basis. However we appreciate that each client is different, requiring advice specific to their own individual circumstances. We are proud of the personable, professional and first class service that we provide to all our private clients.
If you would like someone in our Probate & Estate Department to contact you, please complete our contact form
