Trusts and Estates

Wills

We understand that everyone is different, and our Wills Team works with you to create a Will that suits your circumstances. Our solicitors offer cost effective, straightforward Wills, as well as more complex Wills involving Inheritance Tax and Trusts.

Work handled

  • Standard single or mirror wills 
  • Wills involving discretionary or life interest trust arrangements 
  • 18-25 will trusts
  • Wills to protect family wealth
  • Wills to plan to reduce or avoid inheritance tax

Recent Work

  • A will for a land owner with potential for planning permission on 40 acres of land and a non-transferable nil rate band from his first wife's estate

Alden Michael

Michael Alden

Michael is Partner and the Head of the Firm's Trusts and Estates Team. His specialisms include dealing with the administration of complex estates, technical will drafting and inheritance planning.

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The Tax Doctor: Leaving money to a minor without the major tax bill

A father wants his teenage son to inherit from him when he is 25 years old while keeping his IHT liability to a minimum, which is where an 18 to 25 trust can help, writes John Toth

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Will Power

John Toth, Partner, offers his tips on how to help clients and their families avoid expensive will litigation.

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Savill Sue 8672

Sue Savill

Sue is a Partner in the firm and heads our Trusts & Estates Team in Taunton.

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Trustees, mistake, and Hastings-Bass

The Supreme Court's judgment in Futter v HMRC and Pitt v HMRC has clarified the law of mistake, but, argues John Toth and Hannah Batten, that clarity may not help mistaken trustees in future

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Toth John 8267

John Toth

John is a Partner in our Trusts & Estates Team and a qualified Notary Public. He is also a member of the Society of Trust and Estate Practitioners.

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