Wills, Estates and Succession Planning
We have the experience to help you make what can be difficult decisions about your personal affairs by providing practical, customised legal advice.
We offer a full range of services for families and individuals and regularly advise on Tax Planning, Estate Planning, drafting wills, asset protection, and the creation and administration of Trusts.
BTO’s tax lawyers and advisers are able to guide you through the various potential pitfalls. We advise on all aspects of Income Tax, Capital Gains Tax and Inheritance Tax. We deal also with the completion of tax returns for individuals, trusts and estates.
Our experience and guidance will enable you to achieve your objectives in the most tax efficient way. We provide advice on succession planning, asset protection and passing on the family business. This involves pre death planning, using trusts and lifetime gifts and post death Deeds of Variation.
Our pragmatic approach enables us to identify areas where you can minimise the tax payable in a realistic manner. We believe that it is vital to balance the demands of tax planning with the practical requirements of you, the client. We will tailor-make solutions to your particular circumstances.
Every individual should have a Will. With the dynamics of family life being more complex these days having a Will ensures that your estate goes to those you wish to benefit. For young beneficiaries, a trust can be set up to protect the assets for them and guardians can be appointed. Wills can deal with second marriages by providing for your spouse during his or her lifetime but ensuring your children still ultimately benefit. Having no Will, or even a poorly drafted Will, can cause unnecessary distress and expense to your family at an already stressful time. We have the expertise to advise on the drafting of effective and tax efficient Wills.
Administration of Estates
The death of a family member or friend can be a time of great distress. We deal sympathetically and discreetly with all aspects of the administration of an estate with the minimum of delay. We are experienced in dealing with all sizes of estate, contentious estates and estates where the deceased was domiciled abroad. We are also experienced in all aspects of estate taxation including Inheritance Tax and in negotiation with HM Revenue and Customs in relation to claims for Agricultural Property Relief and Business Property Relief. We can also advise you regarding Deeds of Variation to ensure estates are wound up in the most tax efficient manner.
Neil Headrick, Partner email@example.com T. 0141 221 8012
Ross Brown, Partner firstname.lastname@example.org T. 0141 221 8012
Lynn Melville Partner email@example.com T. 0131 222 2939