Legal Services

Our Legal Services comprise of Estate Planning, Estate Administration and Trust Administration

Estate Planning

Wills

Providing solutions to common problems such as ‘passing my estate to my wife and then to the children’; protecting your estate against 3rd party attack; ensuring your wishes are preserved following your death and that your assets pass to your chosen beneficiaries.

Trusts

Expert guidance prior to creation, and then monitoring and onward review. Ensuring safe and sure administration for the trustees to carry out your wishes and to provide the best care for the beneficiaries.

Lasting Powers of Attorney

1-2-1 guidance on the reasons for undertaken LPAs, the appropriate choices of Attorney, the scope of operation and how & when to bring them into use. Guidance to your Attorneys on the proper discharge of their duties and troubleshooting any problems or issues that may arise.

Guidance of other aspects of Estate Planning

  • how to best own your joint property,
  • how CGT operates for gift making,
  • how the IHT 7 year rule works in practice,
  • how to inherit monies without affecting your tax position;
  • what sort of financial or accountancy advice to seek;
  • the impact of the Residence Nil-Rate Band for IHT;
  • the duties of trustees or executors;
  • and much more.

Probate and Estate Administration

Providing a practical, hands-on, transparent service to deal with all aspects of administration of Wills and estates. Particular strengths are focusing to self-imposed time deadlines, fast and efficient communications.

Providing expertise as to taxation – both Inheritance Tax and Capital Gains Tax implications of sale/transfer of property assets and how to mitigate.

We will work alongside solicitors and accountants in delivering the complete probate and estate administration package for you.

Trust Administration

Where there is a discretionary trust or life-interest trust, providing the full expert service to comply with the terms set out and to advise clearly and sensitively at all stages to the relevant parties, being Executors, Trustees and indeed beneficiaries.

If you would like to talk to us about any of our services please get in touch

Contact Us

Testimonials

We are always grateful for the comments and feedback from our clients as well as professional contacts and advisors. This helps us maintain a high level performance and strive to constantly improve what we do for you.

Prompt attention

Thank you so much to you both for your very prompt attention to this matter, it is much appreciated as well as being very efficient !

Wishing you all the best.

Kind regads

DF

You are wonderful

Hi Rob

Many many thanks for this – you are wonderful – I wish I’d met you years ago!!

I really appreciate your help on this one as I have been getting stressed about it.

Best wishes

VS

Many thanks

Dear Rob

Many thanks for all of this.

I am in agreement with all proposals.

With many thanks, as always for all your wise advice

CS

That’s really helpful and clear

Rob,

That’s really helpful and clear, thank you ever so much and thank you also for pulling all the drafts together.

I really appreciate your advice on my parents’ situation.

Best wishes for now

JC.

Thanks Rob for your speedy response

Thanks Rob for your speedy response.

You are a star.

Best wishes

TH

Brilliant Response

Hi, Rob

Brilliant response!

Thanks

SS

Thank you very much for keeping me updated

Hi Rob,

Thank you very much for keeping me updated. I really appreciate it.

SG

Excellent letter

Hi Rob

Thank you for your e mails. I confirm that it is indeed an excellent letter covering a variety of complex areas.

Kind wishes

TH

Thank you for coming to see us today

Dear Rob

Thank you for coming to see us today and thank you so much for helping me with this situation, I appreciate it very much.

I look forward to seeing you soon and once again, many thanks for your help and support.

FI

Thank you so very much for your time and support

Dear Rob

Thank you so much for your time and support in getting us to this point. We appreciate your efforts very much.… If there is anything further you need from us please let me know.

Thank you once again.

AC

Thanks

Hi Rob,

I’m good thank you, hope you are too.

Thanks for getting in touch Rob, and thanks so much for helping them both get something right for their needs.

CC

Thanks Rob

“Thanks Rob,

Was really good to meet with you – you really are a breath of fresh air”.

TH

Glad you are back in action

“just to say I’m so glad you are back in action as the thought of finding another trustee … and other solicitors … wasn’t something I was looking forward to doing”.

SR

Thank you

“Dear Rob,

Thank you for taking the time to meet me at our offices.  It was a pleasure to meet you and learn more about your expertise.  It is reassuring to learn to that you be looking after Alison’s affairs especially how best to address the sale of the business and premises”.

SR

Thank you

“Good morning Robert

Thank you for managing this, I am relieved that we have a result”.

ML

Thank you

“Hi, Rob

Thank you very much for this.  What a lucky girl I am to have such a good team behind me at last”.

SS

It was a real pleasure to meet you

“Hi Rob,

It was a real pleasure to meet you (not just saying that it really was), It is rare to meet someone who is as passionate about estate planning as you are and really look forward to working with you”.

CS

Brilliant – thank you

“Brilliant – thank you”

PB

So clear, very refreshing

Hi Rob,

“Thanks for your e mail – you are so clear, very refreshing”.

TH

Very happy thank you

“Hi Rob,

Very happy thank you with everything you have done, feel allot happier now I have done it. Already recommending your services”.

MB

Thank you

“Thank you for your support Rob – much appreciated”.

AB

Many thanks

“Dear Robert,

Many thanks to you for your patient explanations of all the intricacies of wills. We are very grateful to you. My wife in particular will be happy to have the wills sorted out.”

JM

Thank you Rob

“Thank you Rob that’s brilliant, and really appreciate the swift reply”.

CL

Absolutely brilliant, Rob

Absolutely brilliant, Rob.  Sock it to them!

SS

Thorough response …

“Many thanks for your quick and thorough response.”

TJ

Thank you …

“Thank you for handling this & treating my mum with care.”

YP

Much appreciated …

“Hi, Rob!  Thanks for your comprehensive e-mail – much appreciated!”

PW & DW

I just wanted to say a big thank you …

“I just wanted to say a big thank you to you for dealing with this all and getting it done so quickly and professionally.”

TJ

Thank you so much ….

“Thank you so much for your help and explanations.”

JR
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