Wills Trusts and Probate


It is important to understand the benefits of making a Will. If you want your wishes to be followed on your death and ensure that your estate is administered in the most tax efficient way possible, you should speak to a specialist about the practical steps you can take. A Will can help reduce the possibility of there being a dispute over any inheritance.

Likewise, if you are going through a divorce, it is important to remember that your Will will need updating (it is also an ideal time to make a Will if you do not have one already, to reflect your new circumstances). Marriage automatically revokes a Will and divorce can have a huge impact on your tax position.

We are able to offer appointments with a Wills, Trust and Probate specialist either in person at one of our offices or your home, or remotely over video call.

Trust Matters

People are often intimidated by trusts. They can be very complex from a legal and tax perspective. It is vital to involve professionals early and often whether you are a beneficiary or a trustee.

We are able to assist in respect of the following:

  1. Advising trustees on their role
  2. The creation of trusts and relevant advice on wealth planning
  3. Appointment and removal of trustees
  4. Administration of trust assets
  5. Advising on trust disputes

Estate Administration

The loss of a loved one can be one of the most difficult times in your life. The process of administering their affairs can add unnecessary stress. We can assist by prioritising getting a Grant of Probate as a matter of urgency and ensuring that assets as distributed as soon as possible. This allows you to focus on what really matters.

We can assist with the following;

  1. Administration of taxable or non-taxable Estates
  2.  Administration of Estates with agricultural assets
  3. Administration of Estates with commercial assets
  4. Obtaining a Grant of Probate without administering the Estate
  5. Varying a Will after someone has passed away

If you would like to speak to someone about Wills, Trusts or Estates please contact Emily Robertson at emilyrobertson@burgessmee.com.