We advise on estate planning and preparing wills that are tax efficient whilst ensuring that your estate passes to those whom you intend whether that is outright or on trust. This will involve detailed questions concerning your family and your intentions as to who you would like to benefit from your estate and how.
Whilst we do not prepare wills for overseas assets, we will advise on the interaction between your UK will and Wills for assets that are situated abroad.
We will also review life policies and pension scheme and death in service benefits to ensure tax efficiency.
We will advise on the duties of executors and trustees so the appropriate appointments can be made.
Fees for this service are usually fixed.