Wills, Trusts & Lasting Powers of Attorney
Planning for your future can feel overwhelming, but with the right guidance, it doesn't have to be.
We are here to help you navigate the complexities of Wills, Trust Management, Lasting Powers of Attorney (LPAs), and Tax & Financial Planning - always with your unique needs in mind.
Whether you are looking to secure your legacy, protect loved ones, or safeguard your finances, we provide clear, actionable advice designed to give you peace of mind. From crafting a Will that reflects your wishes to setting up trusts that protect vulnerable beneficiaries or appointing trusted individuals through an LPA, our solutions are built around your goals.
We also offer expert tax planning to help you minimise the impact of inheritance tax, ensuring more of your estate goes to the people and causes that matter most to you.
Combining legal expertise with a warm and approachable manner, our team is here to guide you every step of the way.
Your future is our priority, and we’re committed to helping you make secure, confident decisions for yourself and your loved ones.
Our expertise
Our team offers expert guidance in Wills, Trusts, LPAs, and Inheritance Tax Planning, with many solicitors recognised as specialists by the Society of Trust and Estate Practitioners.
We focus on tailored solutions, addressing sensitive issues such as mental capacity and vulnerable beneficiaries with care and professionalism. By working closely with trusted independent financial advisors, we provide a seamless, multidisciplinary approach to meet your needs.
Clients value our personalised advice, attention to detail, and proven ability to safeguard what matters most. With us by your side, you can plan your future with confidence and peace of mind.
Our team advises on the following areas:
Our work highlights
Lifetime tax planning
We acted for a client with significant assets to restructure their estate which comprised five properties and investments, following the death of his wife and the administration of her estate. We advised on various aspects of the ownership of the properties, including Declarations of Trust where appropriate. The significant health issues of our client's sons required particularly sensitive handling in terms of lifetime gifts and future planning.
This matter highlights our ability to take a wide view of family dynamics and consider the best interests of all involved, to arrive at a satisfactory conclusion.
Tax Advice on New Four-Year Foreign Income and Gains (FIG) Regime to a US Client
Provided tax advice to the client (with assets of £15 million) who was considering a return to the UK after two decades. The client sought guidance on their income and gains tax position in light of recent changes to the UK’s non-domicile rules.
We analysed the new regulations, assessed their potential impact and delivered tailored advice to address their concerns.
£8.6 million estate included properties, shares, investments, and national heritage porcelain
Complexities arose from significant lifetime gifting, liquidity issues as the Estate faced a £3m Inheritance Tax bill, minority shareholdings requiring valuation discounts, joint property ownership, unsettled loans, and heritage exemptions.
Strategic tax planning and valuation adjustments helped reduce liabilities and administrative challenges.
