Wills, Probate, Trusts & Tax
Have you written a will? When did you last review it? Have your personal circumstances changed? Has the law changed?
An up-to-date, tax-efficient will is an essential part of financial planning and ensures that your property passes to the right people, saving time while reducing family disputes, tax and the legal costs of probate.
Selecting the right trustees, executors and legal guardians is critical to protecting young beneficiaries in particular. AFC members often work as co-trustees or executors alongside a trusted family member, adding experience and expertise while saving legal costs.
Our role in estate planning is to ensure that assets are in the best system of ownership for maximum control, tax benefit and inheritance planning. We recognise that assisting with the preservation of personal wealth complements the advice we give clients in their private and business affairs.
We offer the following principal services:
- Wills
- Fixed price
- Bespoke
- Probate
- Applications for Grant of probate
- Administering estates
- Trusts
- UK & offshore
- Discretionary, lifetime interest, & will trusts
- Financial & tax planning
- Tax considerations
- Ownership, lifetime gifts & succession
- Lasting Powers of Attorney
- Property & affairs
- Personal welfare (including healthcare)
Our advice extends over a wide range of related and other matters including for example:
- Domicile
- Gifting to charities
- Memoranda of Wishes
- Planning for illness and old age
- Investment portfolios & Insurance products (through stockbrokers and IFAs)
- Contested probate and claims under the Inheritance (Provision for Family and Dependants) Act (see Dispute Resolution section)