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Wills, Probate & Administration


Many private and commercial clients benefit from our experience of family financial matters and our tax planning expertise. If your business and private assets are intertwined, it makes practical and economic sense for our adviser to service both. We offer a wide range of services to help you whatever needs you may have.

We recommend that every client has a Will prepared. Our objective is to protect and enhance the value of your assets, while minimising your tax liability and that of your heirs. However, decisions that are right for you and your family may not always be based on straightforward legal considerations. We will explain the legal and financial reasons for our proposals and always take into account your personal standards and preferences. We will also undertake an ongoing review of your finances and assets for inheritance tax purposes.

Some of our services:

  • Making your Will
  • Appointing Executors
  • Inheritance tax planning
  • Creating, managing and rearranging trusts
  • Probate
  • Dealing with intestacy
  • Estate administration
  • Varying and ongoing review of Wills
  • Mortgages, savings, investments and pensions