Specialist Wills

Specialist Wills Service

Our Specialist Wills Service is designed to assist our Personal Injury Trust clients with their will planning issues, so that they may be addressed simply and systematically, typically by post. The firm is a market leader in asset protection issues including wills, trusts, tax, care of the elderly and those with disabilities.

We have an excellent record of securing the value of inheritances for our clients and their families. For the last 10 years we have consistently been rated as the top specialist for dealing with wills, personal tax and trust law by the independent Chambers and Legal 500 guides for clients.

Our mutual objectives.

Our aim as far as your client’s wills are concerned is to enable them to achieve:

  • The maximum possible protective effect;
  • A significant inheritance tax saving;
  • Retained benefits entitlement; and
  • Maximum peace of mind.

It goes without saying that you will also expect this to be actioned as cost effectively as possible.

Benefits of this service

It is often possible to secure an inheritance for a vulnerable person in a highly protected manner whilst also enabling them to retain their entitlement to means-tested Department for Work & Pensions and Local Authority support. Often substantial inheritance tax savings can be made depending on your circumstances.

What do I need to do next?

To assess the precise nature of the will required we need specific information in relation to your circumstances. Please contact us to obtain the appropriate forms.

Request a No Obligation Pack

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We look at an example of utilising school land and property, and how the school and academy trust should act.

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HMRC has further updated its guidance on compliance with the legislation of the registration of trusts which had tax liability.

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Another chance for community led housing groups to comment on SDLT and ATED ** Act by 28 September 2018**

Set out below is a suggested budget representation on the impact of SDLT and ATED on co-operative societies.

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