To view the latest copy of our newletter Viewpoint, please access via our Publications section.

Online literature


Will service pdf
We provide a 'postal Will', an 'on line' service, and a more traditional service where clients are able to come into the office to discuss their requirements.

Spotlight on family trusts pdf
A brief summary of the different types of trust that we are able to provide, their uses and benefits.

Deeds of Variation pdf
The use of Deeds of Variation to provide better outcomes after someone has died, whether the aim is to save inheritance tax or to achieve an alternative distribution of the estate assets.

The use of Discretionary Trusts in inheritance tax planning pdf
A summary of the ever popular nil rate band discretionary trust, and how these can, in many instances, save a family well over £100,000 in tax.

Family business pdf
Describes different ways of protecting the family business from Inheritance Tax, marital breakdown etc and the numerous ways in which the business can be smoothly passed from one generation of the family to the next.

Inheritance Act claims pdf
Facing or making claims under the Inheritance (Provision for Family and Dependants) Act 1975. We have extensive experience of both bringing claims and defending against them.

Exemptions from Inheritance Tax pdf
Provides a brief summary of the mains exemptions from inheritance tax.



Overview

Your trust and personal planning requirements are handled by a dedicated team which provide advice and assistance to the business sector as well as to the private investor.

Our emphasis is on providing a cost effective friendly service, which remains sensitive to your needs as our client.

A number of our team are members of the Society of Trust and Estate Practitioners, Solicitors for the Elderly and the Association of Contentious Trust and Estate Practitioners.

Training and seminars

We host seminars for clients on a regular basis and issue a regular newsletter entitled 'Viewpoint', issued 3 or 4 times a year. To view the latest copy of Viewpoint, please access via our Publications section.

We aim to make our seminars a social occasion, so you have the opportunity to network, as well as being informative. We address a wide range of issues in the estate planning sphere. Topics have included asset protection, pre-budget planning and elderly client matters.

To be added to our mailing list for future seminars, please email our Head of Marketing Antonia Guise-Tucker.

Seminars have been held 'in house' or at grander venues, depending on the requirements.

Audiences vary from fellow professionals looking to increase their knowledge, to clients seeking to be as tax efficient as possible. For full details of our events, please view our Events page.