Estate Planning & Tax

We advise clients from all walks of life on how best to protect family wealth and pass it on.  We offer a service which is tailored to your specific circumstances, family situation and financial arrangements.  Drawing in professionals from other fields where necessary, we are able to create legal structures with the clarity and flexibility to meet your objectives while limiting adverse tax consequences.

The department enjoys a reputation as one of the leading private client practices in the South West.  Our clients are families and individuals including business owners, entrepreneurs, professionals, land owners and farmers.  We also provide strategic and practical advice to trustees. 

Our main practice areas include advising on lifetime and post-death wealth management, preparing and reviewing simple and complex wills, handling trust creation and management, conducting probate administration and dealing with powers of attorney and mental capacity issues including Court of Protection work.  All our lawyers have extensive experience in these fields and are members of the Society of Trust and Estate Practitioners.

For a detailed description of each area, click on the relevant link.  To get in touch please contact Michael Rapps.