4.9 Stars - 13 Reviews
Making proper provision for your loved ones provides peace of mind and financial security for the future. Effective estate planning often involves considering how wills, trusts and lifetime gifts can work together to protect assets, manage wealth and ensure your wishes are carried out.
Since 1994, our firm has guided clients through these important decisions, helping them put robust estate planning and trust arrangements in place. Succession planning is about much more than making a Will, it’s about creating a clear plan that protects your family, your assets and your future legacy.
We advise on wills, trusts, and lifetime gifts to protect your assets and ensure they pass on according to your wishes.
Trusts offer flexibility and protection. They help manage and protect assets for beneficiaries both now and in the future. Our solicitors can advise on a range of trust arrangements and help determine which option may be most appropriate for your circumstances.
Lifetime gifts can reduce inheritance tax liabilities and provide practical solutions for future planning. By making these arrangements early, clients and their families will have clarity over how their assets will be distributed.
Considering a trust? You may also benefit from our Wills & Lasting Powers of Attorney service as part of your wider estate planning strategy.
We assist with Lasting Powers of Attorney for Property & Financial Affairs and Health & Welfare, ensuring your decisions are respected. These tools let someone you trust manage your affairs if you are unable to do so.
We provide guidance on shared ownership arrangements, helping protect property interests and manage complex family or business situations. Proper planning ensures clarity, legal compliance, and security for all involved.
We manage probate planning, assisting with estate administration and succession matters. Our practical advice ensures a smooth process while safeguarding your family’s interests and future.
Our solicitors advise on inheritance and capital gains tax issues, helping maximise estate value, minimise liabilities, and secure your wealth for future generations. Planning ahead reduces uncertainty and protects your financial legacy.
Trusts are often considered as part of inheritance tax planning and can help some families preserve wealth for future generations. Combined with effective estate planning, trusts can provide greater control over how assets are managed and distributed in the future.
We advise on pre-marriage and premarital agreements to safeguard assets and clarify intentions before marriage. These agreements complement estate planning, offering additional security for you and your family.
We take the time to listen and understand your unique situation, providing clear, practical advice on complex and emotional issues. Whether you are planning for future generations, considering trusts, putting a Lasting Power of Attorney in place or reviewing inheritance tax arrangements, our guidance helps you make informed decisions and protect the people and assets most important to you.
To learn more about our firm and the solicitors who will guide you through the process, visit our About Us page and meet Our People.
A trust is a legal arrangement that allows assets to be managed on behalf of beneficiaries. Trusts can provide flexibility, asset protection and long-term planning opportunities, making them an important consideration in many estate planning strategies.
A will allows you to set out how your estate should be distributed after your death, while a trust can help manage and protect assets during your lifetime or after death. Many clients use wills and trusts together as part of a wider estate planning strategy.
Trusts are often considered as part of wider inheritance tax planning and succession planning arrangements. The suitability of a trust will depend on your personal circumstances, assets and long-term objectives, so professional legal advice is important before making any decisions.
Contact Margraves Ltd to discuss estate planning, trusts, lifetime gifts, Lasting Powers of Attorney, tax planning, or premarital agreements. Our friendly, experienced solicitors provide clear, practical guidance tailored to your needs.
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