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Wills, Trusts and Probate

Making a Will is an essential thing to do for almost everyone. Leaving loose ends after you die may result in loved ones grappling with complex legal issues at a distressing time. In particular, couples who live together and share financial resources but are not married are especially vulnerable; and second marriages with extended families.

Without a Will the law decides who will inherit your property and who will deal with your Estate.

You may already have a Will but it is a good idea to review it at regular intervals, particular if your circumstances have changed or the law has changed.

The advantages of having a Will include:

  1. You control who will have responsibility for dealing with your Estate when you die
  2. You can appoint guardians for your children
  3. You have control over who benefits from your Estate and any specific wishes you may have
  4. It minimizes the risk of family disputes
  5. It can protect the inheritance of the children of a previous marriage
  6. It makes sure your Estate is as tax efficient as possible for inheritance tax purposes

At Archer Rusby we can advise you on all aspects of making your Will and we will provide you with a first class service. So whether you need a simple or complex Will, call our Private Client Team today to make an appointment to see one of our specialist advisors.

Trusts

Trusts have been used by families for centuries to:

  • Protect wealth
  • To keep the control of the assets in the hands of the Trustees
  • To protect vulnerable beneficiaries such as the infirm, disabled and potential beneficiaries who may squander the money

At Archer Rusby we deal with all aspects of the creation and administration of UK Trusts.

How can we assist you?

  • We can help you with the Trust formation for whatever reason and liaise with the Settlor [the person making the trust] to ensure that appropriate powers and duties are given to the Trustees
  • We can register the trust with HM Revenue and Customs and complete all necessary HM Revenue and Customs forms
  • We can advise families with vulnerable beneficiaries, such as disabled children/grandchildren
  • We can act as professional Trustees
  • We can put you in touch with independent financial advisors with experience of advising trusts on their investments
  • We can advise Trustees on their powers and duties under the trust instrument or under statute
  • We can assist bringing the Trust to an end when required
  • Call our specialist Private Client Team today for more information.

    Administration of Estate and Probate

    A Grant of Probate or Letters of Administration are required to give personal representatives the legal authority to administer the Estate of the deceased, to enable them to collect all the assets together and distribute the Estate in accordance with the Will or the intestacy rules.

    It is likely that probate will be required when property is held in the sole name of the deceased or as tenants in common, when savings are generally worth over 5,000 (this varies from bank to bank), or when investments are held in the sole name of the deceased and the financial institution requires Probate to release the funds to the personal representatives.

    These are just a few examples of when probate is required. At Archer Rusby we pride ourselves on giving a cost-effective , professional and efficient service. Call now and speak to one of our specialist advisors so we can advise you as to whether Probate is required for your circumstances.

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    This firm is regulated by the Solicitors Regulation Authority