Our Services

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 A Will, also known as a last will and testament, is a legal document that outlines a person's wishes regarding the distribution of their property, care for dependents, and other matters after their death.

Creating a will is a crucial aspect of estate planning, and having a well-drafted and updated document provides peace of mind for individuals and their families. 

A Lasting Power of Attorney (LPA) is a legal document that allows an individual (the donor) to appoint one or more people (attorneys) to make decisions on their behalf in the event that they become unable to make decisions for themselves. 

 Creating a Lasting Power of Attorney is a proactive step in planning for the possibility of future incapacity, ensuring that trusted individuals can make decisions on behalf of the donor. 

 Inheritance Tax is a tax levied on the estate of a deceased person.

 A trust is a legal arrangement where assets are held by one or more trustees for the benefit of specified individuals (beneficiaries). 

Inheritance Tax (IHT) and trusts are interconnected aspects of estate planning, and they play a crucial role in managing the transfer of assets and minimizing tax liabilities.

 Comprehensive estate planning involves considering the use of trusts alongside other tools to minimize tax liabilities and ensure the efficient transfer of assets. 

Probate is the legal process through which a deceased person's estate is settled. The process involves validating the deceased person's will (if there is one), identifying and inventorying their assets, paying debts and taxes, and distributing the remaining assets to the rightful beneficiaries or heirs. 

 Probate is an essential step in the transfer of assets after someone passes away, but it can be a complex and time-consuming process. 

 Estate administration is the legal process that takes place after an individual passes away. It involves settling the deceased person's affairs, managing their assets, and distributing them to the rightful heirs or beneficiaries.  

It  involves a series of legal and financial steps that require careful attention to detail. 

 The duration of estate administration can vary based on factors such as the complexity of the estate, legal challenges, and the efficiency of the executor 

 Fees - We are happy to offer a full probate and estate administration service or grant-only service, depending on your requirement. 

 Timescales - Whilst the timescales involved depends on a number of factors, such as the complexity of the estate, how quickly information can be obtained and the Probate Registry’s workload. As a guide we would usually expect the entire process to take around 3 to 12 months.