Trust and Estate Planning

Your Estate - The need to plan for the future

It makes sense to plan for the future, whether it is for yourself or your business.

Our Trusts and Estates team will work with you to create a plan that will try and prepare a smooth transition to the next generation.

Our team has many years of experience advising on Trusts and Estates at all stages.

We assist with both large and complex Trusts and Estates as well as smaller Trusts and Estates holding a small number of assets.

The team will provide the very best quality of advice and legal advice regarding:

• the management and transfer of property; and
• the administration of Estates, Trusts as well as other matters.

We can advise on techniques to mitigate Inheritance Tax on personal wealth, family businesses and investment portfolios. In addition, we have considerable experience in the use of Trusts in tax and succession planning.

Documents

Download our Client Care Procedure For Older And Vulnerable Clients document.

Further Assistance

For further assistance please contact a member of the Wills, Trust & Probate team to arrange an appointment.