Wills, Trusts and Estate Planning
Succession is the process by which wealth and ownership of assets are passed from one generation to the next by way of a gift. This is a particularly complicated area due to the strict regulations involved, particularly when it comes to the tax liabilities of those receiving the gift.
With the expert assistance of our specialist will writing, trusts and estate planning team, we can carefully arrange and manage the succession of your wealth and assets to minimise your tax liability and protect your legacy for future generations.
How our probate solicitors can help
Fiona Ormonde can help you with any of our probate services with years of experience in the field.
We advise individuals and their families on all aspects of succession, will writing and estate planning, paying particular attention to structuring their affairs in the most tax efficient manner.
The expertise of our probate solicitors includes:
- Will writing and estate planning
- Trust formation – including the use of trusts in tax planning
- Family Partnerships
- Power of attorney – including enduring power of attorney
- Capital tax planning
- Reorganisation and transfer of a family business
- Administration of estates
- Administration of trusts
- Contentious trust and probate issues
- Advising beneficiaries of their rights in relation to estates and trusts
Clear, cost effective advice
If you’re worried about managing your finances or making important decisions in later life, our experienced probate solicitors can help. We provide the honest and straightforward advice you need, while working sensitively and discreetly at difficult times. There are no hidden costs, and our initial consultation is free.