Wills and probate

Having worked hard to build up your financial assets, it is important to ensure your estate passes to those you wish to benefit – whether a spouse, children, minors or vulnerable adults. We help you choose the most suitable way to pass on your estate to suit the circumstances of both you and your beneficiaries.

A guide to wills for family clients A

Key Contacts

Rachel Brooks

Rachel Brooks


Elizabeth Evans

Elizabeth Evans


Future planning, tailored to your needs

Whether you are a family or individual, UK domiciled or not, we offer bespoke solutions for your estate planning. Drawing on specialist knowledge of inheritance tax planning, reliefs and allowances, we advise you on your current exposure to inheritance tax and suggest prudent actions to improve your position. With judicious use of tailored trusts, you can also be confident that vulnerable minors and adults are provided for according to their needs.

If you have assets outside the UK, we can advise on actions to secure their devolution, calling on the expertise of our professional contacts in other jurisdictions when necessary.

On your death, we can also support those you leave behind by providing expert probate advice and guidance. Whether appointed as your executors or not, we can smooth the administration of your estate, including the negotiation and settlement of inheritance tax and other tax liabilities.

Whatever your circumstances, our tailored support and advice will help you resolve complexities and uncertainties, and plan for the future with confidence.


Our expertise in this area encompasses:



  • acting as an executor or administrator
  • advising on heritage properties and assets of pre-eminent national, historic or artistic interest
  • claims against estates during administration
  • claims on behalf of beneficiaries
  • establishing maintenance funds
  • estate administration
  • general probate law and the interpretation of wills
  • post-death tax planning
  • preparing income tax or inheritance tax returns and estate accounts
  • providing assets in lieu of tax



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