We are able to boast the expertise of Allison Kent who is one of a small number of full members of the STEP (Society of Trust and Estate Practitioners). Allison specialises in advising clients with high value estates in order to reduce and minimise any potential tax liability. She also has expertise to be able to give estate planning and tax advice to agricultural and business clients.
It can also be the case that the best option for a client will not necessarily be Will or Trust based and we can also give advice on and assist with the making of lifetime gifts, for example a gift of a property to a child. In such circumstances it is important to consider the implications of making gifts and we are able to provide a client with the options available to them and the implications involved.
Please do not hesitate to telephone us for an informal discussion on 01792 773 773 or contact us using our online form today.