Estate planning, drafted properly, alongside the tax position.
We work with accountants whose clients need Wills, Lasting Powers of Attorney, trusts and probate. The tax advice stays with you, the drafting and process sit with us.
The estate planning gap, closed cleanly.
Accountancy clients often have the tax picture sorted and the Will neglected, or vice versa. We close the gap without crossing into your tax advice.
We are particularly comfortable working alongside specialist tax accountants on IHT planning where business or agricultural relief is in play, or where a client has gifted significantly in the prior seven years.
Four things you can expect from us.
Same day acknowledgement
An introduction from you receives a same-day acknowledgement and your client hears from us within one business day.
Tax-aware drafting
Drafting that respects the tax position you have set up. Business and agricultural property reliefs, charitable legacies and pilot trusts handled with care.
Information back to you
We feed back the legal documents at completion, subject to client consent, so your file stays current.
Probate where wanted
If a client needs probate help later, we can step in or step aside as you prefer.
Common questions.
No. We draft Wills and trusts that respect a tax position. The tax advice itself stays with the accountant.
Yes. We routinely work with accountants on Wills for clients with trading companies, partnerships and farms.
The form takes two minutes.
We will contact your client within one business day and keep you informed at the appropriate stages.
Talk to us about how a partnership could work.
The introduction form is the simplest route, but if you would prefer a conversation we are happy to set one up.
Or call us on 01304 577 998