Wealth and Estate Planning

Getting your personal affairs in order can take some of the burden off your family and ensure that they are not faced with a complicated estate administration and a hefty inheritance tax bill.

Wealth and Estate Planning

Losing a loved one is incredibly difficult.   Getting your personal affairs in order can take some of the burden off your family and ensure that they are not faced with a complicated estate administration and a hefty inheritance tax bill.

At Seddons, we have STEP qualified solicitors with a wealth of experience in wealth planning and estate administration.

Our solicitors can assist with the following:

  • Drafting of Wills to include:
    • Guardianship clauses
    • Life interest trusts
    • Nil rate band discretionary trusts
    • Gifts of residence nil rate band
    • Discretionary trusts
    • 18-25 trusts
  • Intestacy provisions;
  • Setting up lifetime trusts for life policies, death in service benefits and pension funds;
  • Advising on lifetime gifting and spending including anti avoidance rules;
  • Advising on and setting up education trusts;
  • Advising on inheritance tax reliefs including:
    • Business property relief
    • Agricultural property relief
    • Heritage assets
    • Regular gifts from income
  • After death variations;
  • Advising on the nil rate band and residence nil rate band;
  • Capital gains tax and income tax advice;
  • Paying inheritance tax; and
  • Advising on and drafting declarations of trust.
     

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