Supporting You and Your Loved Ones

Probate, Inheritance Tax Planning, Wills & Trusts

Probate

Managing the probate and estate administration process so you can focus on what matters most.

Inheritance Tax Planning

Expertly guiding you to plan and optimise tax savings and achieve your vision for the next generation.

Wills

Tailored wills combining tax efficiency with your personal values, ensuring precise fulfilment of your wishes.

Trusts

Trust solutions to preserve your family's future.

Power of Attorney

Giving you peace of mind by ensuring your financial and health affairs are in trusted hands.

Administration of Oaths

Professional administration of oaths for affidavits and statutory declarations, ensuring legal validity and compliance.

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Our Latest News

From Our Blog

UK Inheritance Tax Liabilities Exceed £7 Billion for the First Time
24Aug

UK Inheritance Tax Liabilities Exceed £7 Billion for the First Time

The latest HMRC Inheritance Tax Statistics, highlighted in an article published by the Society of Trust and Estate Practitioners (STEP), show that UK inheritance tax (IHT) liabilities exceeded £7 billion for the first time during the 2023/24 tax year. According to the figures, inheritance tax liabilities reached £7.03 billion, representing a 5% increase compared with […]

New Probate Application Escalation Process Introduced
17Aug

New Probate Application Escalation Process Introduced

The Ministry of Justice has introduced a new probate application escalation process to help deal with probate applications that have experienced significant delays. Under the new process, applicants whose probate applications have remained unresolved for more than 12 weeks can request that their case is escalated for further review. The process is also available for […]

Passing on the investment property
10Aug

Passing on the investment property

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 […]