Wills, trusts, probate and estates

“I am writing to thank you on behalf of the Trustees for your friendly, but firm, and always efficient handling of the Trust administration. That Trust matters were in safe hands was one less worry for me during my recent treatment.”
Client

For over 100 years we have specialised in helping our clients and their families to organise their affairs and finances to provide financial security and enhanced quality of life in the future.

Our experienced wills and probate solicitors and dedicated tax specialists can advise you on writing a will, setting up a Lasting Power of Attorney, applying for a Grant of Probate, creating or administering trusts and inheritance and capital gains tax mitigation.

Our approach is simple. We take the time to get to know you so that we understand the issues that matter to you and your family situation. We work closely with you and your other professional advisors to plan for the challenges that may arise in the future.

Our Wills, Trusts, Probate and estates services

Our services include:

• Helping you choose the right type of will or trust to meet your needs
• Drafting your will
• Contesting or defending a will
• Specialist wills and trusts for succession and tax planning
• Lasting Power of Attorney
• Advance Decisions and “Living Wills”
• Trust administration
• Business succession planning
• Probate and estate administration

Business succession planning

We also regularly advise the owners of family businesses. Whether you want to ensure that your family business is handed over smoothly and in good order to the next generation, or is wound down in a way which provides the greatest benefit and the least trauma to your families and employees, our commercially astute team can help.

Our specialist inheritance tax solicitors can also help businesses take advantage of the available reliefs from inheritance tax available for businesses and business assets.

We can also help you to formulate a framework for how your family business will be run and how issues such as death, divorce and incapacity will be handled in the context of your business.

The breadth of services that Clarke Willmott provides means we can also advise you on associated issues such as the sale of a property, the creation of a trust or the sale of a family business.

Related services

• Court of Protection – managing the affairs of someone without mental capacity

Helpful links

• Wealth, Health and Inheritance Briefing – view the latest edition and sign up for regular updates
• Family Wealth blog – for news and articles

Contact a specialist trusts, wills and probate solicitor

For wills, trusts, estate administration or probate advice contact our specialist team of solicitors on 0800 652 8025 or contact us online. Our lawyers are based in Bristol, Cardiff, Manchester, Southampton, Taunton, London and Birmingham.