“Your service is impressive and professional all round, helpful and well informed.”
Succession and Tax Planning
Most of us agree that we must face up to our responsibilities. Yet astonishingly more than 50% of us die without ever making proper arrangements for our estate. Of those who do make a Will, many leave it as late as possible. Whilst a last minute Will is better than no Will at all, acting in the best interests of those you leave behind requires careful planning and consideration. We want to make it easy for you.
Our services include:
- Ensuring entitlement for your spouse or partner
- Appointing guardians and executors for your children
- Inheritance Tax planning to minimise liabilities faced by loved ones
- Acting on disputes over Wills
- Administering estates
- Setting up Trusts
Making arrangements for your estate can be complex. It’s not just about ‘who gets what’. It’s best to make financial arrangements when you have the time to take advice and consider all your options. Only then can you be confident that you have done all you can to protect your loved ones and ensure your wishes are carried out.
You can lighten the burden on those left behind by making detailed plans for business, assets, pets or property. Ensure your relatives do not have to struggle after your death to fight claims, make decisions or locate, people, items or expertise. We will help you to be prepared.
Many people assume that a partner or next of kin will automatically inherit. This is not always the case, even if you are married.
We have the specialist expertise to ensure that you have the benefit of all the advice you need to make sensible, practical arrangements and avoid pitfalls in the law.
With our contacts with reputable tax consultants, financial advisors and accountants we help you select the best options for you and your family – no matter how complex your requirements.
We also tackle legal challenges in conjunction with our Dispute Resolution department in the event that you wish to dispute a will or are facing a claim in court.
Continuing service & support
We will provide support to relatives, helping to administer the estate,
manage finances or trace missing beneficiaries. 
STEP
The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network.
STEP provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.
Lauren Killilea is a member of the Solicitors for the Elderly (SFE)
SFE lawyers are experienced lawyers who specialize in a wide range of legal issues affecting elderly and vulnerable people, which include:
