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Trusts, wills & tax planning

We believe that it is never too soon to start to plan for your financial future. Careful preparation will ensure that you make the most of your assets and can help to protect your wealth for future generations.

Whether you need a simple will or trust drawn up, or are after more complex tax planning advice, our experienced private client solicitors are here to advise you on the various steps that you can take to help you arrive at the best solution for you and your family – we’ll help you find the ones best suited to your situation.

Our will writing solicitors and advice team has been accredited by Law Society’s Wills and Inheritance Quality Scheme (WIQS) which sets high client service standards to ensure transparency in process, costs and communications. Find out more about the Wills and Inheritance Quality Scheme.

We also have lawyers who are full members of the Society of Trust and Estate Practitioners (STEP). So you can be assured that the advice you receive from us is the best advice available. Find out more about STEP.

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Questionnaires

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"The level of service has been excellent, we always felt that the team were working in our best interests at all times and that they were constantly communicating in order to make the process fluid."

Chambers HNW 2017 – Client Quote

May I add my thanks... for your expertise in guiding us through the maelstrom of tax and other matters relating to the estate settlement. You and the team have been excellent, especially as we are rather far flung.

Mrs Holding

Richard Theobald, at all times, has been exemplary in his dealings with us. We have had total confidence in his handling of the whole process. In terms of his business knowledge, affability and responsiveness to any questions raised he is excellent. We have often been impressed with his detailed emails and his willingness to communicate readily when the needs arise. Finally, Richard has established good working relationships with the executors individually.

Mrs B