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Private Client Wills, Probate, Trusts and Inheritance Tax Planning

Property values, particularly in the South East, result in many estates falling within the inheritance tax bracket. However payment of inheritance tax can be substantially reduced or eliminated altogether by virtue of careful lifetime planning and the correct type of Will.

Even in non-taxable estates, Wills and Trusts pay an important part in ensuring that assets pass to specific beneficiaries and appropriate use of Wills and Trusts can reduce the necessity of assets being used to pay for residential care.

Drafting of Powers of Attorney, applications to the Office of the Public Guardian for appointment of a Deputy and other matters and advice on contentious Probate matters all fall within the ambit of this specialised department headed by Hilary Buckle.