Estate Planning, Trusts & Probate

Estate Planning

As we all approach a senior age, it is vital we ensure our tax affairs are up to date as well as planning ahead to minimise our inheritance tax liability.

We take a detailed review of your financial position, and advice you on methods to reduce your inheritance tax liability as much as possible.

Unfortunately on death, we all face taxes so by planning early you can be able to maximise the use of all inheritance tax reliefs and allowances by drawing up tax efficient wills.


In certain situations, trusts can be useful especially in the creation of:

  • Discretionary Trusts
  • Accumulation Trusts
  • Maintenance Trusts
  • Bearer Trusts

Probate (Dealing with estate of the deceased)

The death of loved ones can be a very emotional and testing time for the family.
In order to alleviate the difficulties surrounding the financial situation of the deceased, we offer a complete probate service to ensure the smooth transfer of the deceased estate according to his / her wishes.

Do you need help/advice with Estate planning or Probate?

Please CLICK HERE for our contact details.