Trusts, Estates, Wills & Probate


Getting professional advice to help you navigate post-death tax planning will make this difficult and emotional task much easier.

In addition to calculating capital gains and inheritance taxes, our experts can also advise on the available reliefs and allowances.

We shall assist you in reviewing existing or proposed wills and support you in creating strategies for post-death tax planning.


Our team of experts can explain to you and work with legal advisers as necessary to set up and assist with the administrative issues of a Trust.

These can be vital planning tools to ring-fence your assets. Trusts are often used to ensure property cannot be owned until the beneficiary has reached a certain age, or to pass assets to future generations with control over the disposition of the asset/spending of any income from that asset remaining with advisers or other family members.

Estate planning

We understand that it is never easy to talk about your own demise. However, planning for that eventuality and ordering your affairs accordingly is important to avoid unnecessary tax liability and later uncertainty – or dispute.

We work with individuals and families to review assets and discuss your plans for these, as well as the liabilities that may arise from your wishes.

Looking at maximising available reliefs to reduce the liability to Inheritance Tax is key, as well as practical matters concerning liquidity within an estate and location of key documents. We will liaise with other advisers or recommend some contacts as necessary to ensure that you are able to get your affairs in order and remove this worry for you and your loved ones.

Wills & executorship

It is still a matter of concern that most people die without a Will. And even those with a Will often die with it being out of date for their current intentions, circumstances or assets.

A Will is essential for cohabiting couples not married or in a civil partnership, especially where children are involved.

We can help you understand what to include and prepare, and work with Will writers as necessary to draft your Will.

We are also able to assist Executors with the administrative issues of a Will, from the initial returns to HMRC and realisation of assets to dealing with estate accounts and tax returns.

We are best placed to liaise with and ensure that the provisions in a Will are practical and the most tax-efficient, and our Estate planning support is able to recommend actions to minimise exposure to Inheritance Tax.

Need some assistance?

Led by Michele Shapland, our team has very experienced and insightful advisers who are able to help you navigate this sensitive subject. Our team include members of STEP (Society of Trust & Estate Practitioners) as well as members of the Chartered Institute of Taxation.

Get in touch with Michele to get immediate advice on how we can assist you with your Trusts, Estates, Wills and Probate.

Michele Shapland

Private Client Tax Manager

01934 620011

Get in touch today

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