Probate, Inheritance Tax Planning, Wills & Trusts
Managing the probate and estate administration process so you can focus on what matters most.
Expertly guiding you to plan and optimise tax savings and achieve your vision for the next generation.
Tailored wills combining tax efficiency with your personal values, ensuring precise fulfilment of your wishes.
Trust solutions to preserve your family's future.
Giving you peace of mind by ensuring your financial and health affairs are in trusted hands.
Professional administration of oaths for affidavits and statutory declarations, ensuring legal validity and compliance.
Our friendly team is here to help.
Monday–Friday: 9:30 AM – 5:30 PM
Saturday: 9:30 AM – 12:30 PM
A landlord will need to consider whether it is better to pass on an investment property during their lifetime or on their death. Here, we look at the associated tax implications. On death Where a landlord dies, any investment properties that they have will form part of their estate at death and, unless they are […]
The UK Treasury’s Spring 2026 forecast presents a stark reality: Inheritance Tax (IHT) receipts are on track to nearly double, reaching £15 billion by 2030/31. As thresholds remain frozen, “fiscal drag” is pulling more modest estates into the 40% net. Why the Surge? Strategic Planning is Essential With the UK’s tax-to-GDP ratio hitting a post-war […]
As an ICAEW-accredited probate firm, we are required to collect and publish diversity data. This is a one-member firm. To protect individual confidentiality, we are unable to publish detailed diversity survey results. We are committed to promoting equality, diversity and inclusion in our work, and we comply with ICAEW’s regulatory requirements in this area.