01332 340 211

Wills, Probate, Tax & Trusts

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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.

 

Services offered by our Wills, Probate, Tax & Trusts team

Preparation of wills

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

Tax planning advice

Probate

Applications for grant of Probate of non-taxable estates

Applications for grant of Probate of taxable/complex estates

Renunciation of probate

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

Deed of variation

Transfer of equity

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

Creation of trusts

Administration of trusts

Termination of trusts

Other

General Wills advice

Contact our Wills, Probate, Tax & Trusts team

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Derby Head Office:
St. Michael’s Court
St. Michael’s Lane
Derby
DE1 3HQ
Tel: 01332 340 211
Fax: 01332 207 601
DX: 729320 Derby 24

Ashbourne:
54, St. John Street
Ashbourne
Derbyshire
DE6 1GH
Tel: 01335 342 208
Fax: 01335 342 010
DX: 26834 Ashbourne

Opening Times:
Our offices are open Monday to
Friday between 8:00am & 6:00pm

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