Good planning is key to ensuring financial security over the longer term. We understand how difficult it is to keep up with every aspect of your finances.
That’s where our expert team comes in.
We deal with the legal aspects of a wide range of wealth management issues.
Our clients are based throughout the UK and overseas and we also advise a number of professional trustees and companies, such as the trust companies of banks, and in addition, major insurance companies.
We offer a flexible service where your priorities shape the advice we give. Whilst we are pleased to co-operate with existing professional advisers, our multi-disciplinary approach means we can cater for every individual circumstance and can liaise directly with colleagues who can offer complementary expertise, be it financial planning, property, or tax.
Work is always undertaken at an appropriate level to keep costs reasonable. For example, probate work is largely carried out by supervised, experienced paralegals, allowing us to provide an efficient, timely service that is highly cost-effective.
Working closely with our firm’s litigation department, including a number of individuals specialising in contentious Trusts and Probate, allows cases to be dealt with seamlessly leading up to and including the court process.
Finally, we are also the ‘gateway’ to Dickinson Dees (Trust Corporation) Limited, a limited company owned by the partners of the firm that can act as a comfortingly permanent trustee, attorney and/or executor.
Our expertise encompasses:
• Wills
• Trusts
• Probate
• Contentious Trust and Probate issues
• Lasting Powers of Attorney (formerly known as Enduring Powers of Attorney)
• Advance Decisions (formerly known as Living Wills)
• Mental Incapacity issues
• Residential/Care Home issues
• Inheritance Tax and Capital Gains Tax planning
• Succession planning
• Residential Property Conveyancing
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