Estates, Trusts and Tax Planning

The private client team is dedicated to advising and assisting you to arrange your affairs so as to provide you and your family with peace of mind. The service is individually tailored to your needs.

Estates

Administering an estate can be a daunting process, especially if the estate is subject to inheritance tax or contains complicated elements such as foreign assets. Our team has a wealth of experience with administering estates ranging from the small and straightforward to the large and complex.

We are able to assist you as much as is required – whether that is ad hoc advice in relation to a specific matter, or handling the estate from the beginning to its conclusion.

We can also advise you on ways you may be able to reduce inheritance tax and capital gains liabilities to include deeds of variation and memorandums of appropriation.

Importantly, we strongly believe that you should only pay for the work actually carried out by us and therefore do not charge a percentage fee on top of our hourly rate.

What our clients have to say:

"Thank you for all the work overseeing probate on my late mother's estate. I am immensely grateful to you for seeing everything through to completion."

"Thank you for everything…what a pleasant, easy, pain-free exercise throughout."

"Thank you for sorting this out so patiently."

"Many thanks for being so helpful and for making the process so straightforward".

"Thank you… for dealing with this and the help you have given."

"Thank you for all your hard work and taking the stress and worry away from us."

"…this has been a mind blowing experience, but you guided me through it with professionalism, respect and your attention to detail was impeccable, which left me totally stress free, for which I thank you."

"Thank you for the way you handled all the issues relating to my parents’ estate. I felt you were very sensitive to how difficult a time it was for my brother and I and we appreciated that."

"You are very easy to talk to and explained everything so clearly."

"Thank you for all the help you gave us. You did a wonderful job."

Trusts and tax planning

Trusts can be an extremely effective way of reducing future inheritance tax liabilities whilst still retaining some control over what happens to the funds.  We advise on the tax and other implications of making gifts outside of trusts during your lifetime, which can be a complicated area.

Lifetime tax planning to reduce inheritance tax and capital gains is not always a straightforward process and we look at the issues from every angle to make sure you are making the right decision.

In addition to tax planning, we draft trusts in relation to:

  • Receiving a personal injury settlement
  • Providing for vulnerable beneficiaries
  • Variations after death

We can also act as professional trustees or as advisors to lay trustees to guide you round the minefield that is trust law and taxation.

If you have an existing trust, we offer a no obligation review service.

What our clients have to say:

"You made everything so clear and I will be in touch if I ever need your expertise."

"[You were] professional, compassionate and a pleasure to work with.  [Your] service was excellent in every way.  Thank you."

"This matter was dealt with professionalism and great attention to detail."

Please contact Helen Calcutt at Metcalfes Solicitors for further information on 0117 945 3047, or email hcalcutt@metcalfes.co.uk.

Call us on 0117 929 0451 or email info@metcalfes.co.uk

Testimonials

I can't thank you enough, to say how happy I am with the way you have dealt with my matter. Many thanks.
Helen Calcutt TEP
Head of Private Client - Senior Associate
0117 945 3047
Estates and Tax Planning, Wills
Sophie Hall
Solicitor
0117 945 3030
Estates and Tax Planning, Wills
Leigh McDonough
Trainee Solicitor
0117 945 3072
Estates and Tax Planning
Carla Davey
Paralegal
Estates and Tax Planning, Wills