Protect what you've built. Pass it on with confidence.
A named solicitor helps you structure trusts and pass on assets in the right order, protecting your family and reducing future tax exposure.
Trusts and succession planning is about deciding, in your own words and on your own terms, how your wealth passes to the next generation. Without a plan, the intestacy rules decide for you, and those rules rarely match what a family actually wants. We help you put structures in place — wills, lifetime trusts, discretionary trusts, family investment arrangements and lasting powers of attorney — so that assets reach the right people at the right time, with tax and future circumstances taken into account.
This matters because the decisions you make now shape what your family inherits, how much of it is lost to inheritance tax, and how protected it is from divorce, creditors or a beneficiary who is too young or too vulnerable to manage a large sum. A well-drafted trust can hold assets for children or grandchildren, provide for a surviving spouse while protecting capital for later generations, and give trustees clear guidance on when and how to release funds.
A named solicitor will sit down with you, understand your family and your assets, and design a structure that fits — then handle the drafting, the tax analysis and the practical steps to put it in place. You will know what has been done, why it has been done that way, and what your executors and trustees will need to do when the time comes. That is the point of planning: to remove doubt now, and to remove pressure from the people you leave behind.
Frequently asked questions
Straight answers to what people ask us most. If yours is not here, ask us directly.
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What our customers say
My mother's estate had a house, four bank accounts nobody could find and two siblings who were not speaking. It was dealt with in seven months and I did almost none of it.
I was told what would happen, when it would happen, and then it happened in that order. After a year of everything else going wrong, that mattered more than I can say.
The inheritance tax position was not what I had assumed. They found two reliefs I had never heard of and explained both in language I could follow.
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Other ways we can help
Wills & estate planning
A will that says what you actually mean, drafted so it cannot be misread by the people who have to act on it.
Probate & estate administration
We take on the whole administration — the grant, the assets, the tax, the accounts and the distribution — so the executor does not have to.
Lasting power of attorney
Appoint the people who will make decisions for you if you cannot, and register it properly before it is needed.
Inheritance tax planning
Reliefs, allowances and lifetime gifts assessed against your actual estate, with the arithmetic shown.
Contentious probate & will disputes
When a will is challenged or an executor is not doing their job, we act to resolve it — usually without a courtroom.
Speak to a solicitor
Tell us what has happened and we will tell you what needs doing, in plain terms and with no obligation.
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We answer every enquiry within one working day.
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