Wills, Trusts, Inheritance Tax Planning, Probate and Vulnerable Clients

List of Services

We can advise you on all aspects of Wills, Trusts, Inheritance Tax Planning and Probate matters including:

Wills and Trusts

• Wills – simple and complex
• Inheritance tax and succession planning
• Tax efficient wills
• Lifetime giving - including trust creation and advice on gift reliefs
• Business and agricultural succession planning and maximising tax reliefs
• Trusts for vulnerable beneficiaries
• Personal injury trusts
• Administration of private trusts and professional trusteeship through our trust company Grindeys Trustees Limited
• Advice to trustees
• Death in service benefit trusts 

Probate and Estate Administration

• Obtaining a Grant of Probate or Letters of Administration
• Administration of estates - wills and intestate estates
• Post death tax planning – deeds of variation
• Implementing and administering will trusts
• Negotiating with HMRC regarding Inheritance Tax
• Settling tax matters for the estate and for the person who has died
• Preparing estate accounts
• Professional executor appointments and trusteeship through our trust company Grindeys Trustees Limited

Vulnerable Clients - Powers of Attorney, Court of Protection and care fees advice

• Court of Protection deputyship applications
• Lasting Powers of Attorney and General Powers of Attorney 
• Care fees advice and advocacy
• Court of Protection applications e.g. for gifts from a patient's assets, change of deputy, change of trustee, sale of jointly owned property