Wills and inheritance

Making a Will is an essential exercise for nearly all of us and yet, it is estimated that around 74% of the UK population does not have a current Will.

With most people’s assets exceeding the threshold for inheritance tax (£325,000 at present) and their business affairs getting increasingly complicated, you cannot afford to be one of the 74% of the population who hasn’t thought about the future.

It is imperative, therefore, that you get advice from a legal adviser who not only specialises in the complexities of Wills and inheritance planning, but who also understands the factors affecting your life.

Our team works with families, businesses and individuals, both UK domiciled as well as non-UK domiciled with assets in the UK, to find ways to ensure that their estates and other assets can be passed on tax-efficiently.

We can also help you to provide for a potential future inability to manage your own affairs, including the preparation of Lasting Powers of Attorney, and the preparation of advance directives relating to future medical treatment (“Living Wills").

We can advise on:

  • Writing and revising Wills
  • Inheritance Tax planning
  • Lasting Powers of Attorney
  • Living Wills
  • Post-death tax planning
  • Probate
  • Probate disputes
Rachel Brooks
Partner
Southampton
023 8093 0315
07879 404211
Elizabeth Evans
Partner
Bath
01225 340092
07795 175801
Rosalind Oswald
Partner
Swindon
01793 412636
07766 543832
Carol Ward
Assistant Solicitor
Southampton
023 8093 0312
Michael Young
Director Tax & Trusts
Bath
01225 340080
07824 398769

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