Here is a brief summary of our services. Click on the link under each summary to obtain more detailed information.
Trusts
Trusts have been used for many centuries as a key tool in the management of family wealth. They are infinitely flexible, uniquely sensitive to family needs and the ideal vehicle for the gradual transmission of wealth between the generations.
Wills
English law permits all adult individuals to decide who will administer their assets on their death (executors), who will look after their children (guardians) and who will inherit their property (legatees and residuary beneficiaries).
Estate Administration
After death your executors are required by law to account to Inland Revenue for any Inheritance Tax, to collect the assets and transfer them under their control, to pay your creditors and then distribute the balance to the inidividuals named in your Will as beneficiaries.
Life Planner
A unique vehicle to record all your assets (and liabilities) so that there is available for you, your family and your advisers a list that can be relied upon as correct. In discussion with you, we will ensure it is updated annually and so always be a document of record.
Read more about Life Planner....
Conveyancing
This is regarded as incidental to the administration of estates and/or trusts as any land must be transferred from the executors or trustees to the beneficiaries or from the executors to trustees on trust for the beneficiaries
Apart from the preparation of assents or appropriations, conveyances or transfers, this service includes advising trustees on and the drafting of tenancy agreements, leases and the assignment or surrender of leases, and related landlord and tenant matters.
Other Services
Once the will or trust has come into effect, and subject to appropriate advice as to how to proceed, the drafting of other legal documents is incidental to the administration of an estate or the administration of a trust.
The legal documents in question may include oaths for executors or administrators, assents or appropriations, deeds of variation or appointment, deeds of appointment and retirement of trustees, deeds of addition or exclusion, deeds of release and surrender, deeds of assignment or gift, deeds of advancement or application, deeds of exchange or partition, deeds of indemnity or discharge.
