A Matter of Trust- Which Trust Fund Type is Right for Me?
"In turbulent economic times, people are motivated to seek security. Creating a Trust provides a vehicle for protecting your wealth. They can also assist with inheritance tax planning ..."
Probate and Trusts
Dealing with the estate of a relative or friend who has passed away can seem like an incredibly difficult task at what is often a painful and traumatic time.
The administration of estates is perhaps the firm’s signature area of expertise. We can assist you with as little or as much of the process as you require, and in many cases we are appointed to handle the entire estate on your behalf.
This will ensure that everything is completed correctly, to include the formalities surrounding Inheritance Tax and the Grant of Probate and making sure that the estate will pass in accordance with the will or the intestacy rules, always considering the further tax planning that may be needed on a death to secure a family’s assets.
We specialise in trusts and can, in particular, help parents set up a trust to make provision for any adult child with a learning difficulty or disability. Trusts can arise from inheritance planning on death or during a client’s lifetime.
Using our links with Independent Financial Advisory professionals, we can help clients find the right financial advisor to assist them with their ongoing investment, insurance or pension needs.
To find out how our probate and trusts service can help you, please contact one of the team below.