Charles Coleman & Co.

Wills & Tax Planning

We are experienced in assisting individuals with their personal affairs.  Whether you wish to plan all your affairs to protect your assets and minimise your tax liabilities on death, or you need advice on one small issue we can help you.

 

Wills

A will determines how your estate will be dealt with on your death.  It provides certainty for your family at a difficult time and ensures that your property and assets pass to the people of your choice.  If you do not have a will the Intestacy Rules will govern the distribution of your estate and this may not be what you want.

 

Wills are also an excellent opportunity for you to carry out some Inheritance Tax planning.  We can advise you on this and try to help you minimise the amount of tax your estate will have to pay.

 

Whether you are worried about tax or not, everyone should have a will. A lot of people put off making their will as they do not like to have to think about the inevitable. It is however a quick and painless procedure and a weight off your mind once done.

 

Trusts

Trusts are often created under a will, but are also useful tools for making gifts during your lifetime to reduce the value of your estate for inheritance tax purposes, whilst allowing you to maintain an element of control. We deal with the setting-up and administration of trusts and can provide you with the ancillary and associated tax advice.