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.
Everything was explained and dealt with in a professional manner. Thank you for the excellent service.
Wills and Powers of Attorney
We can prepare Wills to incorporate your wishes to ensure that your instructions are carried out after your death. We can also draft Wills to include Trusts, where appropriate, which can be used to help with care fee planning and include maximising the relevant allowances for inheritance tax. In addition, we can help you to review your Wills to cover changes in your personal circumstances.
We can take your instructions to draw up Lasting Powers of Attorney for Property and Financial Affairs as well as Health and Welfare.
Administration of a deceased person's estate
We are able to undertake the various tasks necessary to carry out the requirements of administering a deceased person’s estate, including identifying the assets and liabilities of the deceased, dealing with the procedural formalities with the Court and HMRC and subsequently distributing the estate in accordance with the terms of the Will or to comply with the Intestacy Rules. We have experience in dealing with a wide range of estates, including those with foreign assets, inheritance tax requirements and also complex intestacy situations.
Court of Protection Work
We can assist you in dealing with the property and financial affairs of individuals who lack the mental capacity to give their own instructions. We can help you with making an application to be appointed as a Deputy in order to look after your loved ones and offer guidance on how to operate within this niche area of the law.
We are able to assist in setting up Trusts, preparing Trust accounts and tax returns and dealing with the on-going trust management. We are also able to help with preparing deeds to vary the terms of a Trust or change Trustees, as well as preparing the appropriate paperwork to deal with winding up a Trust.
Personal Injury/Special Need Trusts
We can implement Trusts to help protect the entitlement to benefits for those in receipt of compensation payments resulting from a personal injury.
We can complete income tax returns for individuals and trusts.
Karen is a member of The Society of Trust & Estate Practitioners (STEP). She is also a 'Solicitors for the Elderly' (SFE) accredited member.