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Succession planning advice covers arranging what happens to a person’s assets on death, including wills, trusts and related tax planning. A solicitor helps draft or update wills, set up trusts, appoint executors and guardians, and advise on inheritance tax and lifetime gifts. They may also assist with applying for probate or a similar grant of representation, and guide executors through the administration of an estate. The work can shape how, when and to whom wealth is distributed, and helps prevent disputes later on.
The consequences of poor planning can include unexpected tax bills, delays in the distribution of assets, and disputes among survivors. A solicitor provides clear advice on the steps needed to protect your position, ensure valid documentation, and manage deadlines for applying for probate and finalising an estate.
You searched for Succession Planning Advice specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Jenna James
Jenna was thorough helpful and kind. She took time going through all the details of the tricky parts .
Review left by Kay
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Tagged solicitor Emily Spencer
We decided to update our wills and sought advice from Emily Spencer on the best means of protecting our heirs' interests. Emily explained the various options available in readily understood detail. She answered our questions with clarity at both the initial and the subsequent signing-off meeting. Ultimately, we were satisfied that she had made every effort to give the best advice and make the whole process as straightforward as possible.
Review left by David
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Tagged solicitor Rhiannon Cape
My wife and both had wills drafted and the process was made easy by a highly professional, competent and friendly solicitor. Excellent communication throughout and very good value for money.
Review left by Keith
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Tagged solicitor Annaliese Barber
Excellent service we knew we had to do a will and LPA but didn't have a clue how to go about it our family had delt with these solicitors before so we thought we would give them a go, have to say very good choice. Our solicitor helped us and advised us every step of the way and also we received great value for money. Thanks for all your help. We would highly recommend.
Review left by Steven and Linda
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Tagged solicitor Jasmin Marshall
We have recently used the Mapperley branch to sort out Grant of Probate and will also be using them for conveyancing. Jasmin Marshall who dealt with the probate was very professional but lovely at the same time. She put us at ease at what was a difficult time for us, and made the whole process much less painful. From start to finish it only took 3 weeks for probate to be granted and during that time we were kept fully informed. I can’t thank Jasmin and the team enough for what they did.
Review left by Phillipa
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Tagged solicitor Ashley Marshall
Ashley was recommended to us and we weren't disappointed. He helped us draw up our mirror wills and explained all about estate planning to us. We were very happy with his service and found him to be approachable, helpful, knowledgeable and reliable. The whole process was stress free and we would happily recommend him to others.
Review left by Deborah
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Tagged solicitor Fakhruddin Maimoon
I worked with Fakhruddin at Slater Heelis to create my Will and my estate planning, and I couldn’t be more pleased with the service. From the very beginning he was professional, knowledgeable, and incredibly patient in explaining the entire process.
Review left by Brian Nutter
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Tagged solicitor Umar Khan FCCA
Umar Khan sat with me and helped me to understand different parts of sharia. I feel less anxiety about the situation.
Review left by anonymous
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Tagged solicitor Sasha Brennan
Sasha was so calm, professional and listened to us so when she prepared the will it was exactly what we needed. She explained about the different types of wills so we chose the best one to suit our needs. Her advice was extremely helpful and has lead us to ensure we are organising all our business and financial affairs. Thank you for making the process so straightforward.
Review left by Sharon El-Nashar
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Tagged solicitor Charles Smalley
A thorough and professional service. The solicitor understood exactly what was needed and prepared a clear Deed of Variation that could be acted on by the executors. It took longer than the estimated 10 days, largely due to the unavoidable delays due to the long use of the paper post system.
Review left by Linda Watson
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Tagged solicitor Laura Ruffell
Laura offered great advice when preparing our Wills and discussing our estate planning objectives. Her passion and enthusiasm really shone through during our meetings. Since Covid my wife and I have struggled to meet with professional services in person, as too many are keen to deal with matters remotely. It was very refreshing to offer to meet in person to discuss these important issues. Thank you for all your help with finalising our Wills so efficiently. I have already recommended Laura to our friends!
Review left by Anonymous
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Tagged solicitor Sophie Booker
I communicated with Sophie looking for some legal advice regarding my assets divide after death. Sophie explained me clearly all the possibilities and gave me excellent advice based on my needs. She is a proffessional and made me understood my needs
Review left by CHRISTINA
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Tagged solicitor Melodie Shelton-Heath
Highly satisfied with consultations had the time to explain to us what had to be done to protect our assets.Made us feel comfortable and felt confident with her advice thankyou
Review left by Anonymous
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Tagged solicitor Zoe Nicholson
It was time to update the wills for both myself and my wife. We originally thought of a simple will, but having heard of other options, we chose a more in depth document would better suit our needs and give better protection of our assets. Zoe guided us through the process and explain things at a level we could understand. Can not be faulted.
Review left by Michael Schofield
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Tagged solicitor Andrew Milburn
Mr Milburn provided a very professional and efficient service covering various areas of Estate planning for us to consider, regarding Wills
Review left by Anonymous
