TW Lifestyle

Wills, Trusts and Probate

Our experienced team of specialists can offer a range of services to suit your individual requirements, to include advice on Wills, trusts, probate and UK tax planning and the administration of estates.

 
"…thank you for the time you gave us, for explaining everything so thoroughly and for your efforts on our behalf.  We both feel much more secure about the future now…"

 

 

Probate and Administration of Estates

The loss of a close friend or family member is a traumatic experience.  You may not feel ready to deal with the complexities of administering the estate, or indeed know what needs to be done next.

Please see our Guide to Probate and the Administration of Estates which outlines the work that may be involved. Our team of Probate specialists provide a tailored service designed to lessen the load for you at this difficult time. 

Our Free Initial Consultation will give you an idea of the work required in your particular case and we can then provide either a complete service from start to finish or a more bespoke service taking care of only certain legal, tax and administration issues. 

 

 Wills

It is important to ensure that your affairs are in order before you die to spare your family and friends any unnecessary difficulties and to make sure that you leave your estate to those you wish to benefit. If you die without a will, you risk disappointing those close to you or, at worst, leaving them in serious financial difficulties.

Our specialist wills and trusts solicitors can guide you through the options that are available to you in preparing your will, sympathetically taking into consideration your personal circumstances and family set-up, including:

 

  • Will drafting
  • Helping you to specify who is to benefit from your estate 
  • Setting out your funeral arrangements
  • Appointing as Executors those persons who you wish to administer your estate, or we can be appointed as executors to deal with all the administration of your estate
  • Appointing guardians to look after young children and even making provision for your pets!
  • Establishing a trust where  appropriate to protect assets for specific individuals who may  have a disability or are children from a previous relationship
  • Protection of assets from possible nursing or care home fees in the future

Take a look at our 'Making a Will online' pages and questionnaire

 

Storage of Wills

Wills made with us are stored securely free of charge.

However, if you did not use Thackray Williams to make your will, you can still benefit from our secure storage.  For this service we charge a one-off fee of £30 +vat.  Other document such as deeds can also be safely stored with us. Please ask for more information or email: client.services@thackraywilliams.com

  

Trusts

If a trust has already been established, then we can advise the trustees on their responsibilities including their fiduciary duties and compliance with accounting requirements as well as in the general  administration and winding up of a trust.

Our specialist team can also assist you on the setting up of trusts during your lifetime. You may wish to do this to protect vulnerable family members, to plan for inheritance tax purposes or to protect your assets.

For further details on trusts, click here for our information page.

 

 
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    We give talks to local clubs and community groups

    Talks are informal and at a time and place to suit you.  These include Lasting Powers of Attorney, Inheritance Tax Planning, Wills, Trusts and advice on care home fees.  For more information please email: client.services@thackraywilliams.com

      

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