At Everys our private client team has a wealth of experience in dealing with all aspects of private client law including:

• Wills and associated tax planning
• Lasting powers of attorney
• Discretionary trusts
• Inheritance claims

Our approach to preparing a Will starts with understanding your circumstances and aims. In particular, we have a wealth of experience in dealing with vulnerable family members, young children / step children, elderly partners and community care, family disputes and inheritance claims, protecting family wealth and Trusts, business and company assets, tax planning and inheritance tax advice, appointing executors / trustees, reviewing Wills and Living Wills (directions on medical treatment). We understand that many people are put off making a Will. However, it is vital to make one to ensure that your wishes and desires are met, and to make the most of any tax benefits available to you.

Failing to make a Will can leave your family with a financial and administrative

burden to cope with.

We can assist you with all aspects of tax planning and Trusts. We offer comprehensive advice on the types of Trusts available and we have extensive experience and expertise in the drafting and setting-up of all types of Trusts, the day-to-day administration, including preparation of annual accounts, and the submission of tax returns on behalf of the Trustees. Trusts are a tax-efficient method of protecting family assets enabling them to pass between generations. They are very useful when trying to safeguard assets for younger children or vulnerable people.

Inheritance claims usually arise when there is a dispute as to the validity of a Will or a beneficiary believes that they should have been included in the Will or left more under it. Everys has many years of experience in dealing with inheritance claims and will advise you if there is a valid claim.

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