Free Downloads
To help get you started, download our handy Wills Questionnaire or Inheritance Tax Asset Schedule:
Wills Questionnaire PDF File: 56KB
Inheritance Tax Asset Schedule PDF File: 38KB
Wills, Probate, Gifts, Trusts & Inheritance Tax Legal Advice
No one likes to think about death, and as a result we often bury our heads in the sand. Leaving loose ends after you die may result in loved ones grappling with complex legal issues at a distressing time. As a result your assets (including your house/flat and its contents, personal items, money, shares and insurance policies etc.) may not be inherited according to your wishes and also may be reduced significantly by Inheritance Tax.
To protect your loved ones, we can help with:
- Making a will and storing it safely for you (storage is free of charge)
- Planning to minimise Inheritance Tax
- Making outright gifts to loved ones
- Setting up a trust fund in your lifetime and administering it on your behalf
- Dealing with your assets on death (Probate/Administration of your Estate) and ensuring the terms of your will or intestacy rules are followed.
Our aim is to assist you and your loved ones in making these processes as painless as possible. The links on the right will be helpful.
For more information and advice, contact Francis Durrant, Judith Greensitt or Peter Ayling on 01223 417200.
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