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Private Client

We offer practical support and comprehensive advice to help you manage your affairs and protect your family.

WHAT WE CAN DO FOR YOU

We help clients to structure their assets and manage their affairs by giving practical and comprehensive advice on Wills, inheritance tax, trusts, power of attorney, contentious and non-contentious probate, estate administration, succession planning and residential conveyancing.

Wills

Wills are an invaluable tool for making sure that you leave your affairs in order and ensure that you make the right provision for your loved ones. We will look closely at how to structure clients' assets in the most tax-efficient manner as part of the comprehensive process we undertake when advising them on Wills.

Making a Will allows you to choose guardians for your children, appoint trustees to safeguard this inheritance, provide for a friend or unmarried partner, make provisions to manage a business and pass it on and minimise the potential inheritance tax liability.

If you don’t make a Will, the Intestacy Rules set out a strict order of who will benefit and how. 

While your Will should reflect your current personal and financial circumstances, it should be viewed as work in progress and reviewed regularly to ensure it stays up to date.

Inheritance tax

Inheritance tax (IHT) is always a hot topic and no-one wants to pay it unnecessarily.

IHT is payable at the rate of 40% on the value of all the net assets owned by the deceased over £325,000. This first £325,000 is known as the Nil-Rate Band and will be reduced by any gifts made by the deceased in the 7 years prior to death. 

We can provide detailed IHT planning advice that reflects your own personal circumstances by reviewing your assets and your family structure and circumstances.

Trusts

Essentially, a trust is vehicle for looking after assets. There are trustees in control of those assets, but holding them for the beneficiaries. A trust can be set up by an individual during their lifetime or in their Will.

Trustees must act in the best interests of the beneficiaries at all times and have legal obligations and duties regarding the management of the trust and its investments. We can provide advice both about creating and running trusts.

Residential conveyancing

Buying a house is a major financial commitment. You need to ensure that when you purchase a new home, you seek sound advice.

Whether you're buying, selling or re-mortgaging a property, our experienced team will guide you through the process. We offer a comprehensive service from start to finish based on professional dedicated, one-to-one advice providing clients with the reassurance they need at one of the most stressful times in life!

We’re accredited under the Conveyancing Quality Scheme – the Law Society’s recognised quality standard for firms providing residential conveyancing services - and panel members for all mainstream mortgage lenders.

Power of Attorney

What is a Power of Attorney?

A Power of Attorney allows someone else to make decisions on your behalf and sign papers in your name. There is a duel system of Enduring Power of Attorney and Lasting Power of Attorney.

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Probate

We have the experience and knowledge to be able to deal with estate administrations quickly and efficiently, from the most straightforward estates to the most complex, involving businesses or complex family situations.

Contentious probate

Sometimes estate administrations don’t always go smoothly or according to plan. This can be for a variety of reasons: beneficiaries falling out, difficulties with creditors, or challenges to the Will itself to name but three. We have a team of experienced litigators who can provide dedicated advice if an estate administration becomes contentious. 

Who we are

If you can't find what you're looking for or would like to talk to us in more detail, please contact Tim Chamberlain or another member of the team. We'd love to hear from you!

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