We regularly advise UK and international clients on drawing up wills, and deal with the administration of their estates. We approach the preparation of wills and subsequent administration of estates with the greatest degree sensitivity and utmost professionalism, combining our extensive expertise and efficiency with a considerate, personal service. We are frequently asked to act as executors to estates and provide a will storage service.
We will work with you to identify the best means of holding and passing on assets, which take account of your particular circumstances and seek to minimize tax liabilities.
We can also ensure that any trusts created in your lifetime or by Will are administered effectively, and that your own and your trustees’ tax compliance obligations to HM Revenue & Customs are discharged correctly. We take a proactive approach to administering estates, ensuring that the process moves as smoothly and quickly as possible, while identifying relevant tax planning opportunities.
We frequently advise clients whose affairs are more straightforward: a will may be the main way in which an individual determines how assets are held for different family members.