Looking after the best interests of those closest to you
Our Private Client team are specialists in all aspects of private client services including:
Administration of Estates/Probate
Inheritance Tax advice
Powers of Attorney
We provide a bespoke service taking time to ensure we have a good understanding of each client’s family and financial circumstances to enable us to advise on how best to structure the Will to protect family assets, consider options for mitigating IHT and to provide estate planning solutions.
With ever changing family structures whether for unmarried couples or second marriages it is even more important that Wills are structured to protect the family and to prevent disputes arising in the future.
Frequently clients state that they want a ‘simple’ Will leaving assets outright to the surviving spouse or partner but is this entirely sensible particularly where one party has children from a previous relationship? What if the survivor remarries risking family assets passing elsewhere, is dependent on full time care in the future or simply changes their Will to benefit others? We can advise on asset preservation structures designed to protect the surviving partner but to also ring fence the capital of the first to die.
When administering estates, we combine our specialist knowledge and years of experience with a sympathetic and sensitive approach. We can provide a full administration service including acting as your executors if required so that you know that your wishes will be carried out and to deal with all tax aspects of the administration including administering any ongoing trusts for example where there are minor beneficiaries or vulnerable beneficiaries.
Our team is recommended in The Legal 500 Guide to UK law firms and we are proud to have achieved the high standards required to gain accreditation of the Law Society’s Wills and Inheritance Quality Scheme.
If you require further details as to our services then please click on the topics shown or please contact any member of our team who will be pleased to assist you.
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An introduction to TWM, our services and the people
"David Lunn was extremely thorough in making sure we understood everything about the Power of Attorney's for which we were very grateful. He was very patient."
Mrs H, Private Client. August 2017