Wills, probate/estates, trusts & tax planning

Tax law is complex and constantly changing. Most families’ circumstances change within a 3/5 year time frame e.g. because of business or financial difficulties, a divorce, a re-marriage, a death in the family, births. The needs of family members can all affect the arrangements you might have made, so it is important that you have in place (and regularly review) those arrangements to ensure the financial and emotional stability of your family.

We can advise you on the best way to plan ahead to minimise future tax liabilities. We will help you to prepare (and then regularly review) a relevant and valid Will. We can also help you to protect your family e.g. by setting up a trust. Trusts are not necessarily just for the very wealthy. Our extensive Trust Department can tailor a programme/solution to meet your specific needs. .
 
We can also help with probate matters. Many people find bereavement a stressful time and would rather not learn the intricacies of administering an estate - the process can be complex and confusing. At Latimer Hinks we can help you apply for grant of probate or letters of administration, deal with tax issues and help you to administer the estate. We can also help you to contest an unfair will.
 
Our team have collated a will checklist for your information. We can also advise on:

Key contacts in wills, probate/estates, trusts & tax planning