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Wills & Inheritance

We are receiving several calls from clients asking how they can make or update their Wills during the Coronavirus lock down. Rest assured we will manage the whole process over the telephone or via video call with you. When it comes to witnessing the Will, there a couple of options available. Find out more about how to do this here. 

Find out more about writing a Will below, and download our FREE Will Writing guide

 
 
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    “I find their performance and service very satisfactory and I like the continuity of contact with partners I know and trust. They provide excellent client service. They know their stuff and have the ability to explain it in a way that the layman can understand.”

     
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    “My questions and wishes were answered and done so in a very prompt and efficient manner, I would recommend Gregg Latchams very highly. They listened to my requirements and gave good useful comments and advice. Not in any way pushy. All my queries were answered clearly and quickly. Nothing appeared to be too much trouble. Approachable, professional and personable.”

     
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    “We found the service very prompt, efficient, accessible and friendly. We always felt we could ask for clarification and were given very helpful advice over difficult decisions.”

     

Trusts

We understand both the necessity of controlled passing of assets in difficult family situations, and the need to navigate complexities in taxation. Our Wills & Inheritance team work hard to minimise both tax and financial complications.

We offer a range of services around trusts, including initial strategic and tax planning advice, drafting of trust documents and professional trust administration.

Once a trust has been created, whether by us or others, we offer trustees a professional trust administration service. This includes all or any aspects of administration including attending trustees’ meetings, making distributions from the trust fund and preparing accounts, the annual tax return and trustees’ tax deduction certificates.

We offer:

  • Strategic advice relating to trusts, including taxation issues
  • Trust creation
  • Preparation of trust documents
  • Professional trust administration service
  • Advice and assistance to Trustees
  • Expertise as members of the Society of Trusts and Estate Practioners

Related Services:

For enquiries, please contact one of our team for a no obligation initial phone call, alternatively contact us via the switchboard on 0117 906 9400 or enquiries@gregglatchams.com.

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To find out how we can help you or your business, get in touch.

 
 
 
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