Reduce the amount of tax you pay

Wills and Probate

We can help you to put a new will in place or to update your existing one. We’re also able to help with the executor’s responsibilities through our probate service. We’ll do as much or as little as you require, which will always start with a conversation with our probate expert.

Executor’s responsibilities

Don’t be scared by the title ‘Executor’! In our role as executor, we ‘execute’ your wishes. This means we help to prepare inheritance tax forms and ensure inheritance tax is paid, which leads to obtaining the certificate of probate. This certificate then enables access to the assets, and to distribute the estate in line with your will.

Lasting Power of Attorney (LPA)

We can assist you in putting a power of attorney in place, so you can have the peace of mind that someone can make the important financial and health decisions for you if ever you become unable to do so. This is something you can put in place at any time, not just when you’re thinking about making a will.

Interaction of Taxes and Strategy

We’re aware that there’s a lot of different types of tax mentioned here. That’s because in real life most solutions are likely to cover several different taxes, such as; inheritance tax, capital gains tax, corporation tax, income tax, stamp duty, as well as other issues such as protecting assets. We can provide a sensible overview and guide you through the options which will help achieve your objectives.

Company Car Tax Planning

Next time you consider buying a new vehicle, we can help by carrying out a planning exercise to ensure you are aware of the most appropriate method of finance and the minimisation of tax liabilities.