Private client - Wills, Trust and Probate

Wills; Inheritance Tax Planning
One of the firm’s largest departments deals with all aspects of trying to ensure, so far as is possible, that your assets are dealt with, in accordance with your wishes in the event of your death. A senior partner with many years experience in her specialist field heads our probate department. 

Most wills are straight forward but making an appointment for advice on preparing your will may highlight areas where we feel that specialist advice is required and you can rest assured that we are able to provide that advice. Failure to take good timely advice may lead to the Inland Revenue taking a larger slice of your estate than you would have wanted.

Trust & Estate Administration; Probate
The law and tax legislation governing these areas are often complex and require a high level of expertise. Within our probate department we have staff experienced in:- Obtaining probate; administering the deceased’s estate; assisting executors with estate administration; administration of charities and trust funds with particular emphasis on income tax and capital gains tax related matters; trust and charities tax compliance; charity accounts and reports; preparation of complex estate accounts; settlement of taxation liabilities for estates.

Contact

Newark
Frances Kelly, Audrey Clayton or Jane Schofield
01636 671 881

Southwell
Wendy Jackson or Ann Farnill
01636 813 411

Newark
Kevin Bardsley – Trust accountant and taxation specialist.
01636 671 881