Kingsbridge
01548 855655

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Plymouth
01752 675740

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Totnes
01803 847777

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Bristol
0117 925 6000

Wills & Probate

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  • Wills
  • Advance Directions/Living Wills
  • Estate Administration
  • Grant of Probate
  • Lasting Powers of Attorney
  • LPA & EPA Registration
  • Elderly Care Planning
  • Court of Protection
  • Deeds of Variation
  • Agricultural Estate Planning & Adminstration

 


STEP Member: Mandy Potter

 

 

 

 

 

 

 

Protecting the future of your family and loved ones and ensuring that they receive the full benefit of your assets after you have gone is important to everyone.

Lawyers in our Estate Planning department provide expert advice on how best to protect your assets. We specialise in drafting tax efficient Wills, estate management, trust creation and administration, Lasting Powers of Attorneys and inheritance tax and capital gains tax mitigation. We advise high net worth clients and those clients with business and farming interests regarding planning their estate and succession.

Our aim is to understand your personal circumstances and objectives and to work efficiently and sensitively with you to provide clear pragmatic solutions. We take time to understand the issues that matter to you and work closely with you in planning for you and your family's future.

In the current economic climate it is increasingly important to protect your assets and wealth for the future. We work hard to ensure you receive the best legal advice tailored to your individual needs. Our close relationships with Independent Financial Advisers and accountants enables us to ensure you receive the most appropriate wealth management advice.

With the increasing value of property and assets it is essential to ensure that the relevant reliefs and exemptions are applied for in order to mitigate the amount of Inheritance Tax payable. Our lawyers are able to give expert advice on this, and on all aspects of the administration of an estate, including the registration of death, organising the funeral, paying bills, finalising income tax, distributing legacies and drawing up accounts and finally distributing the estate.

 

Contacts

Mandy Potter
Sarah Martin

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