Wills, Probate & Trusts
Family assets, no matter how modest, need to be protected in order to provide security and as income in your retirement and, eventually, to be passed on to your chosen heirs without delay.
Our specialists will guide you through the considerations in all areas of Wills, Probate and Trusts.
In addition to being sure that your financial affairs are in good order, proper planning can reduce the likelihood of family disagreements and ensure taxation, in your lifetime and on your estate is kept to a minimum.
wills - protecting your assets:
A will is usually simple and inexpensive to draft and we encourage all our clients to have theirs prepared.
It saves time, money and distress for your next of kin to have clear instructions regarding your wishes.
On receipt of your instructions, our department can prepare your Will quickly and efficiently.
A Will is a tax planning tool and our experts can give you information that could save you thousands of pounds in inheritance tax.
Why not contact us now to discuss you requirements
probate
Probate is the process by which the deceased’s executors apply for authority to handle the deceased’s assets.
Dale & Newbery provide you with the support and knowledge to help to administer your duties as an executor. We will guide you through the necessary steps to ensure legal process is followed, and consult with you if there are any complications.
On the death of a relative our team can help in fully explaining the terms of the will to you, covering the procedures and tax issues involved.
We can deal with all the paperwork and tax on your behalf, keeping you regularly informed of what stage has been reached in the administration.
We have specialists in the department who will deal with the administration of the estate in a sensible, caring and cost effective way.
Our Team can advise you on the procedure for obtaining a grant of Probate and if you want to do as much of the administration yourself as possible, we can provide a helping hand from time to time as required.
Why not contact us now to discuss you requirements
trusts
Although trusts can be complicated, they are an effective tool in reducing tax liability during your lifetime and on death.
Trusts can also protect assets and delay decisions about the distribution of assets, until sometime in the future when a beneficiary is old enough or sensible enough to have the assets in their own name.
There are various trusts available, some are simple and can provide some tax savings whereas more complex trusts could potentially save hundreds of thousands of pound in tax.
Trusts can be on shore or off shore and we have experts who will advise you on whether a trust is a sensible option for you.
Why not contact us now to discuss you requirements
