Wills, Probate, Tax & Trusts

Approach

As one of the leading private client teams in the Midlands, our compassionate and knowledgeable specialists provide advice and support spanning all aspects of wills, probate, tax and trusts.

By helping you to structure your estate in a way that is most suited to your individual requirements, we can protect your wealth, minimise tax exposure for loved ones in the future and ensure that all your assets and financial affairs are in order.

Experience

Our legal experts can help you with drafting and amending wills, arranging lasting powers of attorney, probate and estate administration, Court of Protection applications, deeds of variation, inheritance tax planning and trusts.

Additionally, we also have extensive experience in advising on high-value estates with international assets. This has enabled us to gain in-depth knowledge and understanding of the unique challenges and complexities that these situations can present, allowing us to deal with such cases in an efficient and cost-effective manner.

Several members of our Wills, Probate, Tax and Trusts team are acknowledged as experts in their field by leading legal directories, alongside a number of our solicitors being accredited specialist legal advisors for elderly and vulnerable people, their families and their carers.

Services

We can help you with

Court of Protection applications Inheritance tax planning Powers of attorney Probate Trusts Will and estate disputes Will writing

Find a Legal Expert

Key contacts

Claire Rudkin

Partner & Head of Wills, Probate, Tax & Trusts

William Harper

Senior Associate

Shirley Illston

Senior Associate

Kirsten Wood

Senior Associate

Amelia Gale

Solicitor

Jane Shepherd

Will Writer

Do you need assistance?

For more information and support, please contact us on 01332 226 162 or complete the form below.

Knowledge

The latest from our experts

Insight

A couple die together: how important is a will in deciding who gets their assets?

A situation where two or more people die at the same time, without it being clear who died first, can have significant legal consequences.

Insight

Can a charity’s legacy income really be at risk of undue influence?

Undue influence can be a cause for concern to legacy professionals when deciding what steps to take to increase legacy donations.

Insight

Does the testator need to have died before a beneficiary can dispute a will?

A Court of Appeal case considered whether a will could be disputed before the testator died.

Insight

The rise of will and estate disputes

The estates of the late George Michael, Nelson Mandela and Jimi Hendrix, to name a few, all hit the headlines because they were disputed.

Insight

Who pays the legal costs for disputing a will?

Discovering that a loved one’s will is not as it was expected to be can cause even more strain at an already difficult time.

Insight

Prevent a common estate disaster with a disaster clause in your will

What is a disaster clause and how useful are they?

Insight

Broken promises and proprietary estoppel

Many people rely on ‘promises’ made to them by family and close friends and as a result, alter their lives based upon them.

Resource

A guide to charitable trusts

Did you know that you can set up your own charity in your will as well as in your lifetime?

A thumbnail for our charitable trust wills guide

Resource

A guide to the Court of Protection

The Court of Protection is responsible for making decisions on behalf of people who lack mental capacity.

A thumbnail for our guide to the Court of Protection

Resource

A guide to property trust wills

Protect your children’s inheritance from the effects of remarriage or long-term care by considering property trust wills.

A thumbnail for our property trust wills guide

Resource

A guide to digital assets

Some practical planning points for dealing with your digital fingerprint in the event of your death or incapacity.

A thumbnail for our digital assets gudie

Resource

A guide to joint ownership

Two or more owners of a property are known as co-owners and the co-owners will hold the legal title as joint tenants.

A thumbnail for our joint ownership guide

Contact

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