Wills, Trusts & Tax

When it comes to your finances, few things are as important as securing your wealth and assets.

Dealing with your own estate, or the estate of a friend or loved one can be stressful. Our solicitors in Chester and Shrewsbury will guide you through each stage of the process providing sensitive, considered advice particular to your requirements. As specialists in protecting the interests of all individuals, including those of high net-worth, Aaron & Partners’ highly regarded Wills, Trusts & Tax team has an enviable reputation across the region.

Areas of Expertise:

• Court of Protection – the head of our Wills, Trusts & Tax team, Clive Pointon, is a member of the Court of Protection Panel of Professional Deputies and acts as deputy on many ongoing matters
• Deputyship applications – advice and assistance in preparing applications, obtaining medical evidence, implementing court orders and helping the deputy following their appointment
• Estate administration – sensitive, considered advice to help you deal with the estate of a friend or loved one
• Lasting powers of attorney – help with all aspects of the process of choosing who will look after your property and financial affairs if you lack the mental capacity to do so
• Preparation of Wills – ensuring that your wishes are met in an appropriate, practical and tax-efficient manner
• Statutory Wills and gifts – navigating the complex application process to produce Statutory Wills in a thorough and cost-effective manner
• Tax planning – practical advice on a range of taxation matters including inheritance tax, capital gains tax and income tax
• Trust services – guidance on setting up and managing a diverse range of trust arrangements

The Law Society Wills and Inheritance Quality Scheme

We are proud to have achieved the high standards of practice and integrity required to become accredited with the Law Society’s Wills and Inheritance Quality Scheme.

This Scheme’s logo is your guarantee that our practice will provide high quality will drafting, probate and estate administration services.

What we will do for you

We will carry out our work for you in accordance with the good practice standards of the Law Society’s Wills and Inheritance Protocol. This means that we will:

• treat you with dignity and respect
• be polite and considerate
• use clear language and keep legal jargon to a minimum
• explain what the costs are likely to be and how we charge
• advise you on the issues and the options for dealing with them
• explain what you can expect from us
• carry out our work in a timely manner
• respond promptly to your enquiries, and
• keep you informed of our progress.

Read more about the WIQS here

Clive Pointon – Chester Office Partner & Head of Wills, Trusts & Tax Email: [email protected] Tel: 01244 405513

Lynda Richards – Shrewsbury Office Wills, Trusts & Tax Partner Email: [email protected] Tel: 01743 294122

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