Wills & Trusts

Making a will ensures that your wealth is passed safely to the right people after your death.

If you want to defend your estate from the impact of inheritance tax, or to protect vulnerable family members, your will is the place to start. If you do not have a will, the law will dictate who inherits and you cannot be sure that assets will be distributed in accordance with your wishes.

Trusts can be created for many reasons, either in a will or during lifetime. They allow you to give assets away whilst still retaining some control over them. Income can be paid to several different people with the capital ultimately going to others. For these reasons, trusts are a very flexible way of managing assets and are an extremely useful tax planning tool. In spite of this, people are often put off using trusts by the legal and tax complexities involved.

The Francis Clark Private Client team can help in many ways. We have a very flexible approach, can work with your existing lawyers and other professional advisers, or recommend a lawyer and investment advisor when necessary. Either way, you can be confident that you will receive the best advice and close personal attention from our experts.

We can prepare your will or work with your lawyer to make sure it is tax efficient, advise on the use of trusts and help put the most appropriate structure in place, review existing arrangements to make sure they are in accordance with your wishes and are tax efficient, and act as an executor or trustee, so you can be sure that your wishes will be carried out in an efficient and professional way.

For more information, please contact our Award Winning Tax Team