Personal

Matters

Wills, Probate, Trust and Tax

We are committed to understanding the unique needs of each client and their family and tailoring prompt advice to meet them.

We are proactive and willing either to undertake matters for clients, or work with clients who wish to progress matters themselves, their accountants and financial advisors.

Our approach ensures that all clients receive the level of assistance they wish and can have confidence that their affairs have been comprehensively and cohesively dealt with.

Our services include:

  • lifetime tax planning and asset protection
  • trusts and Trust Administration
  • lasting Powers of Attorneys and Court of Protection
  • accounts and Tax Returns
  • wills and inheritance planning including family businesses and landed estates
  • probate and Estate Administration
  • living Wills and Advance Directives

Pricing:

We give clear fees information from the outset, allowing you to see a breakdown of the work we will undertake and the associated charges. If additional work is required, we will agree a budget with you before proceeding.

A detailed note on pricing and associated guidance for Probate and Estate Administration is available here – Probate and Estate Administration

For individual advice on our costs relating to Probate and Estate Administration, Trusts, Wills, Lasting Powers of Attorney and associated areas of legal advice please call Paul Smith for a no obligation estimate – 01202 292424