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wills, trusts and tax planning |
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The following is a statement of
FSP’s wills, trusts and tax planning experience. The matters are
described in general terms to protect confidentiality. The list is not
intended to be exhaustive, but illustrative. Our specialist lawyers have
an extensive range of experience in advising in this field. Please
contact us for further information. |
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Will Preparation |
Advising on and preparing wills of
varying complexity including those incorporating trusts designed to
protect and preserve the estate and to maximise the use of inheritance
tax exemptions for high net worth individuals. |
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| Estate Planning |
Advising on the effective passing of wealth within a
family to future generations by use of will trusts and lifetime trusts
including the preparation of wills and trusts for chief executives and
directors of publicly quoted companies. |
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Preparation and formation of trusts |
Advising on all aspects of trust law. Preparing all
necessary trust documentation from the settlement deed to appointments
of trustees and appointments of funds from discretionary trusts.
Including the preparation of a substantial number of such documents for
a national trust company. |
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Trust Administration |
Acting as or for trustees in the
day to day administration of trusts including charitable trusts. |
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| Tax Advice |
Advising with regard to inheritance tax generally and
with regard to income tax and capital gains tax for both individuals and
trustees and preparing annual tax returns. |
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| Powers of Attorney |
Acting as attorneys under both general and enduring
powers of attorney and preparing powers of attorney where we are not
appointed attorneys. Including advising attorneys and dealing with
registrations of enduring powers of attorney in the Court of Protection. |
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| Advising the Elderly |
Advising the elderly with regard to the provision for
future funding of care expenses and with regard to availability of
benefits. |
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| STEP Membership |
Through our membership of the Society of Trust and Estate Practitioners acting for clients referred to us by reason of that membership. |
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