Davis & Co LLP - Trusts Planning - Estates Planning
Protecting one’s wealth can take many forms, both in lifetime and on death. In order to achieve this, it is essential that each person has made a Last Will and Testament to reflect their wishes.
One should not only make a Will but also consider the wider aspects of taxation and the integration of their wishes.
We also provide Trust services both in creation of Trusts Bare Accumulation and Maintenance Discretionary and Interest in Possession, which includes provision of trustees and administration of the Trusts.
We have a number of positions where we deal with Trusts, including industrial estates and share portfolio etc and we also act as one of the Trustees.
Due to legislation updating is important and it also important to reflect and review the change in circumstances that may occur.
We also deal with service on the death of clients and loved ones, providing assistance in obtaining probate and resolving estates and distribution.
Contact us via our contact form or call 01582 761121. |