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Wills and Probate Solicitors in Salisbury

How can we look after you and your family?

The Wills and Probate Solicitors team specialise in areas of the law which involve planning for individuals. 

Wills and Powers of Attorney

  • Will reviews to cover changes in circumstances, such as the impact of marriage/civil partnerships or divorce
  • Will writing to incorporate different trusts as appropriate, ie life interest trusts, discretionary trusts, protective trusts, nil rate band trusts, second family trusts
  • Lasting Powers of Attorney - Property & Financial Affairs and Health & Welfare
  • Inheritance tax planning (gifts/trusts) both in Wills and during lifetime including advice on Death in Service benefits and trusts for life policy proceeds
  • Care fee planning both in Wills and during lifetime
  • Living Wills/Advance Directive

Administration of a deceased person's estate

  • Identifying the various assets and liabilities of the estate, reporting the same to HMRC as appropriate, applying to the Winchester District Probate Registry for a Grant of Probate (which will allow the Executors of the estate to gather in assets and pay the various liabilities and expenses of the estate) and subsquently distributing the estate in accordance with the Will
  • Dealing with foreign assets
  • Dealing with inheritance tax and the various exemptions and allowances
  • Dealing with intestacy situations (where there is no Will)

Court of Protection Work

  • Statutory Wills (where an individual lacks mental capacity to give their own instructions)
  • Deputyship applications
  • Court applications regarding the removal of trustees, specific orders regarding the sale of property and specified assets
  • On-going management of affairs, preparation of annual accounts and tax returns

Trust Work

  • Setting up a trust and associated compliance regulations
  • Winding up a trust and associated compliance regulations
  • Preparation of annual accounts
  • Preparation of annual tax returns and calculating any capital gains tax liabilities
  • Trust management including Deed of Appointment regarding capital distributions in line with trust regulations, Trustees Minutes regarding income distributions, compliance with HMRC regulations and FATCA regulations eg dealing with exit charges and ten year anniversary charges and relevant inheritance tax returns
  • Assisting trustees with carrying our their responsbilities and obligations

Personal Injury/Special Need Trusts

  • Protecting entitlement to benefits when in receipt of compensation payments

Income Tax

  • Completion of tax returns for individuals and trusts
Karen Perugini
Karen Perugini

Head of Wills and Probate

dd: 01722 820939

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Vicky Langdown
Vicky Langdown

Head of Property

dd: 01722 820932

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Caroline Chandler
Caroline Chandler

dd: 01722 820936

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