Wills, trusts and tax planning

"One size fits all" is not what we are about.  We will listen to you, advise you and provide you with an end-result that exactly fits your needs.

Group contact

Sue Vandersteen

Sue Vandersteen

"The whole team is very user-friendly, taking the time to ensure that issues are understood and properly considered."

Chambers 2017

Our lawyers are highly experienced and have a proven track record in providing high quality advice in an approachable and sympathetic way in all aspects of will drafting, estate planning and trust creation and administration.

In our line of work it is easy to see that there is no such thing as "normal".  We take the time to understand your individual circumstances and provide advice that is tailored to your needs.  Furthermore we help you to consider possibilities that may arise in the future and ensure that the advice we give is comprehensive and flexible.

Our work over many years as a provider of non-contentious legal services to the trust company of one of the major banks provides us with the fullest range of experience in our field and is a national acknowledgement of our expertise.

Our team’s areas of expertise include:

  • preparing wills tailored to clients’ individual needs
  • drafting trust provisions within wills and setting up lifetime trusts
  • advising on tax implications of wills and trusts
  • administering existing trusts, whether established by will or during lifetime
  • advising on trust disputes, including international trust disputes
  • drafting documentation for the appointment and retirement of trustees
  • drafting documentation for the appointment of funds out of trust
  • advising charity trustees
  • estate planning with a view to mitigating tax