We advise both individuals and trustees on a wide range of trusts and estates related issues. Our excellent reputation in this area regularly earns us referrals from City based accountancy firms and other professional advisors.
A number of our team are members of the Society of Trust and Estate Practitioners (STEP), the professional body for trust and estate practitioners. This means we are always up to date with the latest developments in relation to this complex area of law and able to proactively advise you on matters both now and for the future.
We work in partnership with other professional advisors to provide a fully-rounded solution to our private and trustee clients. Our work includes advising on issues including:
- Tax issues for trustees
- HM Revenues & Customs returns
- Grant of representation
- Agricultural property relief
- Inheritance tax
- Estate administration (including assets overseas, valuable properties, chattels, business assets and missing beneficiaries)
- Business property relief
- Obligations under the Trustee Act 2000
To find out more about our work in relation to trusts and estates, please contact a member of our team as detailed below. We would be delighted to hear from you.
Testimonials
Please accept my sincere and heartfelt thanks for all your good offices in the matter of my parents' estates. Your immense competence and helpful, friendly advice has been of huge comfort and value to me personally.