Wills, Trusts and Tax

Wills, Trusts and Tax

We advise private individuals, executors and trustees of both private trusts and charities on their taxation and financial affairs including making a will. In addition, we are always willing to be appointed as executors and trustees, as and when the need arises. We offer professional, independent advice on making a will, trusts and tax planning and are always approachable and understanding. 

 

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contact us

Olympus Avenue Leamington Spa Warwickshire
CV34 6BF

T +44 (0)1926 886688
F +44 (0)1926 885588
E click here
arrow Making a will

Making a will allows you to decide who inherits your estate when you die. If you die without a will, there are legal rules which determine who will inherit  - this is not always as you might expect. Find out why making a will is so important.

arrow Express wills

Download a form for a simple will designed for people whose affairs are straightforward and uncomplicated.

arrow Trusts
There are many different types of trust, created so that people may save tax, make gifts or retain some control over their assets whilst not actually owning them. We can advise on when and how you should make a trust which is suitable for your particular circumstances.
arrow Inheritance tax planning
Inheritance Tax is a windfall tax for the Inland Revenue of 40% on a transfer of assets to other people or trusts during lifetime or on death. With careful planning, the tax bill can be reduced or even removed altogether.
arrow Inheritance and Will disputes

Challenging a will and the estate of a loved one can be awkward and extremely distressing.  We understand this and offer you continual reassurance along with a realistic assessment of your case.

For a no-obligation chat about how we can help you and yours benefit from effective wills, trusts and tax planning, please contact Charles McKenzie, John Rouse or Claire McGinnity.