Our services: wills, tax planning, probate and trusts
Regardless of your financial position, your will is your single most important tool to provide for your dependents when you are no longer around and to make sure your assets are distributed exactly as you would wish. A professionally drafted will is also vital in minimising your tax liability on your death.
We can explore the options available to you and plan a strategy for your estate that is best designed to minimise current and future taxation and ensure important family assets pass, without dispute, to your chosen beneficiaries.
We can also advise on trusts and other ways of minimising potential inheritance tax and capital gains tax.
We deal with obtaining grants of probate or letters of administration and the administration of estates
We specialise in advising older clients and can assist you in setting up a Lasting Power of Attorney, to give you peace of mind that a trusted relative, friend or professional adviser has been appointed to look after your assets and make decisions concerning your welfare when you are no longer able to do so. Where necessary we can deal with proceedings in the Court of Protection. Our services include:
Making a will
- Advising
- Drafting and amending
Probate
- Administering the estate
- Post-death variations
Inheritance tax planning
- Advice on inheritance tax mitigation
- Lifetime gifts
- Post-death variations
- Setting up and restructuring trusts
Retirement planning
- Courts of Protection
- Funding of care
- Moving into sheltered accommodation
- Powers of attorney
Click on the links below to download our company brochures:
- Do I need to make a Will?
- What do I need to do when someone dies?
- Who will look after my affairs if I am unable to?
If you would like more information about our services please contact:
- Stephanie Dawson at our Gloucester office on 01452 508800
- Adrian Fletcher at our Gloucester office on 01452 508800
- Rachel Saunders at our Cirencester office on 01285 654875
- Valerie Hancock at our Cirencester office on 01285 654875
- Hillary Stewart at our Cirencester office on 01285 654875
- Mythili Murugavale at our Cirencester office on 01285 654875.
