Head of Trusts, Wills and Estates
Our Trusts, Wills and Estates team is one of the largest in Yorkshire, with a wealth of experience in all aspects of private client work. We act for a broad range of clients from across the region and the UK. We are able to assist clients with complex affairs, including advising on business and agricultural assets, foreign assets, and charitable trusts. Members of our team regularly act as trustees, attorneys and executors.
We are ranked in the Legal 500 directory, with head of unit Rachel Tunnicliffe receiving an individual mention in the 2015 edition. Partner David Garfitt was given a band one individual ranking in the Chambers UK 2016 legal directory.
All solicitors in our team are members of the Society for Trust and Estate Practitioners (STEP), or are working towards STEP qualification.
We advise on the creation, administration and winding up of a wide variety of private trusts.
We work closely with trustees, beneficiaries, investment managers and other advisers to ensure that trusts are managed in the most appropriate and tax-efficient manner . Members of our team act as trustees for a number of large family trusts.
We can also set up and advise on charitable trusts.
We advise on, and prepare, Wills for a range of different clients, and can advise on the Will best suited to your own unique financial and family circumstances. Our Wills range from ‘straightforward’ documents to more complex Wills with inheritance tax-planning elements for clients with business, agricultural and international assets. We are experienced in providing advice on potentially sensitive family situations, including on the best way to structure a Will following divorce and remarriage.
A LPA allows you to appoint Attorney(s) to make decisions on your behalf if you are unable to do so yourself.
We can advise on and prepare LPAs for:
We advise on the use of LPAs, what an Attorney can and cannot do and we can help Attorneys manage financial affairs.
We can advise on and prepare applications for registration of LPAs and also their predecessor Enduring Powers of Attorney.
LPAs should be part of your financial and personal planning but are particularly relevant for those in advancing years, for business owners or those with property and/or financial interests.
We are also able to advise on, and make, applications to the Court of Protection for the appointment of a Deputy where a loved one becomes unable to manage their own finances without having put an LPA or EPA in place. We also regularly assist Court-appointed Deputies in carrying out their role.
We offer a comprehensive range of services for families following the death of a loved one, including preparing the application for the grant of probate, calculating and paying inheritance tax and dealing with the assets or trusts within an estate. We also offer inheritance tax planning advice for estates and/or their related trusts, including post-death variations. We are able to advise on estates with cross-border elements and foreign assets as well as UK estates.