Executries & Trusts

Executries

The death of a family member is an emotional and often stressful time. Our executry team of specialists can provide friendly, effective and sympathetic advice on all aspects of your loved one's affairs following their death, whether or not a Will has been made. It may be necessary to obtain a legal document called Confirmation that allows an Executor to distribute assets as detailed in a person's Will or if there is no Will (intestacy) distribute assets in accordance with the Rules of Intestacy.

Trusts

It makes sense to plan for the future, whether it is for yourself, your loved ones or your business. We are there to create a plan that will try and prepare a smooth transition to the next generation. We can advise on techniques to mitigate Inheritance Tax and protect assets and save tax. The use of a trust is a method of reducing the value of your own assets, without necessarily losing control over what happens to the assets transferred.

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