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As one of the largest dedicated private wealth teams in the UK, we have an unrivalled breadth and depth of experience in dealing with this sensitive area. Our recognised pedigree has come about because we have acted for generations of families throughout our long history.

We work as one team across our UK office network, offering an expert, cost-effective and national service, to administer estates ranging in size and complexity from small, non-taxable estates to estates worth in excess of £100m, comprising a variety of assets both in the UK and abroad. 

Working together with you and other professional advisers, we will consider a variety of factors, that which include:

  • The size of the estate and the nature and extent of assets comprised in it
  • Whether any of the beneficiaries qualify from for any reliefs or exemptions from tax
  • Whether or not the estate comprises business or agricultural assets, and whether any tax reliefs apply
  • Whether inheritance tax is payable
  • Whether the estate comprises foreign assets
  • The existence of related trusts
  • Whether the deceased has made lifetime gifts.

Our team comprises a mixture of specialist probate lawyers and accountants, those who are experts in wills and tax planning, and those skilled in the resolution of estate disputes. As well as being highly adept and experienced in the practicalities of obtaining Grants of Representation, dealing with HM Revenue & Customs (HMRC) over inheritance tax, capital gains tax and income tax and advising on the distribution of the estate; our team are constantly looking for ways to reduce the tax liability and find tax planning opportunities for you and your family.

“The lawyers are responsive, innovative, knowledgeable and personable."

Chambers UK 2016

“Service is extremely good."

Legal 500 2016

Get in touch

Partner
T:+44 (0)117 989 6880

What we do

  • Obtaining grants of probate and letters of administration
  • Administration of estates
  • Deeds of variation
  • Inheritance tax advice and planning
  • Negotiations with HMRC
  • Advice on business property relief and agricultural property relief.