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Our Private Client team has established a strong reputation as one of the leaders in the South East for providing responsive, practical advice to individuals.
With a great depth of knowledge and experience between them, our specialists will ensure that you receive the very best advice. We strive to provide an excellent service to all of our clients, combining outstanding technical skill with a uniquely personal and down to earth approach.
Our team can advise you on a wide range of issues including:
Wills
30% of the UK population die without leaving a Will. We can advise you on the drafting of a basic Will (leaving everything to a spouse) to a complex Will dealing with business succession and inheritance tax mitigation.
Tax Planning
Our tax specialists can advise on opportunities to minimise inheritance tax and capital gains tax liabilities. Did you know that the Inland Revenue collected approximately £2.9 billion in inheritance tax in 2005? Much of this could have been avoided by careful forward planning.
Trusts
Trusts can be relied upon to protect your assets for the benefit of future generations and provide an effective mechanism for tax and estate planning. We are involved with trusts in our everyday lives in one form or another and their usefulness should not be overlooked.
Probate and Estate Administration
We can assist executors and administrators with the administration of all types of estates. Our team has expertise in dealing with high value estates, which often raise complex inheritance tax issues, and estates that include business and agricultural or foreign assets. We are equally comfotable handling smaller estates on behalf of individuals and charities.
Powers of Attorney
What would happen if you left the country or lost your mental or physical capabilities? Who would deal with financial matters on your behalf in such circumstances? We can help to protect you and your wealth and offer simple and practical solutions to solve these problems.
Court of Protection
Within our team we have specialists accustomed to dealing with the Court of Protection. We act for both individuals and Local Authorities. In recognition of our renowned expertise three of our team members are Panel Receivers, specially appointed by the Court to act where there is no suitable family member willing or able to do so.
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