Estate Planning

Each Will is a totally individual document that needs to be tailored to each client’s individual circumstances and requirements. The Solicitor must be able to consider the tax implications of the client’s proposals and advise him or her on a means of achieving their goals in the most tax efficient way. The Solicitor must put the person in a position where he or she is aware of all the various reliefs and exemptions and is fully aware of the advisability or not of placing assets in a trust.