MERCERS SOLICITORS - Wills, Probate, Tax Planning and Trusts

Wills, Probate, Tax Planning and Trusts

Partners:
David Weston
Paul Stott
Guy Barker
Peter Hopkins

We have the largest department in the region dealing with Wills, Probate, Tax Planning and Trusts and act for clients based throughout the UK.

Capital taxation (particularly Inheritance Tax) affects an increasing number of people in this country, and we offer expert advice to individuals and families as to the ways in which assets can be protected from taxation, in lifetime and on death.

Following a full assessment of your circumstances, we can help you to plan your affairs by means of the preparation of Wills which are suitable for you, and, if appropriate, explore the possibility of lifetime tax planning measures. We have extensive experience in the creation, administration and termination of Trusts, and all relevant taxation issues to include the completion of Tax Returns.

We offer an efficient, proactive and cost-effective service in obtaining probate and administering the estates of deceased persons.

We specialise in the Law relating to the elderly and can also advise in relation to Lasting Powers of Attorney, receivership and other Court of Protection issues, and Charity law.

We work in conjunction with our litigation department in order to advise on contentious probate cases and disputed wills.

We are specialists in:

•	Wills
•	Tax, financial and general planning
•	Preparation of Tax Returns and negotiation of tax liabilities with the Inland Revenue
•	Creation, administration and termination of trusts
•	Charities
•	Lasting Powers of Attorney, Court of Protection work and associated administration
•	Probate and administration of Estates

Helpful Guides
For information about making a will please download from below:

Making a Will (pdf)
Providing for the Future (pdf)

For information about the duties of a Personal Representative
please click here

If you would like a telephone consultation about any of the above then please click here

For information about Lasting Powers of Attorney please click here

Alternatively contact us on 01491 572138