Our Wills, Tax and Trust team have extensive experience in the preparation of Wills and can ensure that your wishes are met in an appropriate, practical and tax efficient manner. The members of our Wills team are particularly experienced in:
Preparing Tax Efficient Wills
Rising property values over the past 20 years means many more people need to understand their exposure to inheritance tax and capital gains tax liabilities – and what action they need to take now to protect their wealth after death.
Creating and Managing Asset Protection Trusts
As we live longer, the likelihood of needing residential or nursing care increases. It’s important, therefore, to protect your assets in case care is required at a later date.
Wills and Trusts for Disabled People
Our specialist team provides expert Wills and trust advice for disabled people and the parents of disabled children. If you would like to make a Will and your child has a neurological condition, we can offer practical, sensitive advice to help you manage the situation. You may also be entitled to financial support of up to £350 from Cerebra, a national charity that works with children with neurological conditions and their parents.
The Process Involved with Challenging a Will
Sometimes it’s necessary to investigate the circumstances surrounding the creation of a Will, or you may need advice about defending a challenge to a Will or an estate. If this happens, our expert contentious probate team can provide you with insightful advice and guide you through the process as smoothly as possible.
Clive Pointon – Chester Office
Partner & Head of Wills, Trusts & Tax
Lynda Richards – Shrewsbury Office
Wills, Trusts & Tax Senior Associate