Wills, Probate, Tax & Trusts
Business Services
Individual Services
About our Wills, Probate, Tax & Trusts team
Our Wills, Probate, Tax & Trusts team is one of the largest in the Midlands and we provide advice in respect of Wills, Probate, Estate Administration, Intestacy, Deeds of Variation, Care of the Elderly, Powers of Attorney, Court of Protection applications and Trusts. We also handle strategic tax planning and probate matters for both non-UK domiciled clients with assets in the UK and UK domiciled clients holding assets abroad.
All of our members of staff are experts in their field and three members of the team are Trust and Estate Practitioners. They have all passed all of the prestigious Society of Trust and Estate Practitioners (STEP) exams. Four members of the team are also fully accredited members of Solicitors for the Elderly (SFE).
Our Wills, Probate, Tax & Trusts team also support the Alzheimer’s Society and all of our team are ‘Dementia Friends’, with two members being ‘Dementia Friend’ Champions. The team has also recently become a member of the Dementia Action Alliance and staff members attend regular local meetings.
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Services offered by our Wills, Probate, Tax & Trusts team
Preparation of wills
Preparation of Wills for taxable/complex clients
Powers of attorney
Preparation of lasting powers of attorney
Registration of lasting powers of attorney
Registration of enduring powers of attorney
Tax planning
Probate
Applications for grant of Probate of non-taxable estates
Applications for grant of Probate of taxable/complex estates
Estate administration
Applications for grant of letters of administration of non-taxable estates
Applications for grant of letters of administration of taxable/complex estates
Administration of estates: Taxable estate with a will
Administration of estates: Taxable estate without a will
Administration of estates: Non-taxable estate with a will
Administration of estates: Non-taxable estate without a will
Court of Protection
Court of protection applications
Court of protection application to appoint a deputy
Appointing a partner
Managing affairs where a partner is appointed as an attorney
Managing affairs where a partner is appointed as a deputy
Trusts
Other
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