wills

We offer a comprehensive Will drafting service.

We understand that every family is unique and their concerns, priorities and objectives are at the heart of the advice we offer in order that they leave their estate, whether large or small, to their chosen beneficiaries in the most efficient manner.

We understand the importance of dealing effectively with the administration of their estate. We can assist you in ensuring their wishes are carried out.

How can we help you?

  • prepare a Will for me
  • prepare a Will for me and my Partner/Spouse/Civil Partner
  • provide for my children
  • protect the equity in my home
  • alter my existing Will and/or prepare a Codicil
  • ensure my affairs are as tax-efficient as possible

Trusts

We can help to ensure your financial affairs are managed effectively and as tax efficiently as possible.

The use of Trusts can prove beneficial for a wide range of Private Clients, not simply the very rich as one might believe.

Our Trusts advice is unique to you and delivered in a way that helps you get to grips with the mechanisms involved in protecting your assets.

We can prepare the necessary documents required to set up a Trust from the outset or assist you in the ongoing administration of Trusts including filing Tax Returns with HM Revenue & Customs, making payments of income/capital to beneficiaries and advising Trustees as to their obligations.

So whether you have received a sum of money from a loved one’s estate or wish to protect your own assets for future generations, our team is able to advise what options are available to you.

We are able to offer a full Trusteeship service.

Please call 0121 784 8484 or email PSouthall@carverslaw.co.uk to get the best advice on wills in the area.