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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.
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Tagged solicitor Chris Strogen
I have used Evolve Family Law on three occasions now. Very satisfied. Chris Strogen is an experienced and knowledgeable lawyer who explains the legal issues when preparing a will and estate planning. Chris is approachable and would definitely recommend him and this law firm.
Review left by karen
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Tagged solicitor Farida Isaji
First class service from Farida. She quickly, professionally and efficiently sorted out all my problems with my brother's estate.
Review left by John
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Tagged solicitor Stephen Attree
We recently engaged with Stephen and Ella at MLP to help us structure our business succession planning. They made it all very clear and simple, and listened to what we wanted/needed and made useful suggestions. We would highly recommend!
Review left by Clearway Financial Solutions
