PROBATE, WILLS & TRUSTS

Will Guide (PDF)

Most members of the Department are Members of the Society of Trust and Estate Practitioners. We are also members of the Charity Law Association.

Main categories of work undertaken:

• Wills
• Powers of Attorney / Personal Affairs
• Administration of Estates
• Inheritance Tax Planning
• Trusts and Settlements
• Charities
• Income Tax Returns
• Court of Protection
• Inheritance Act Claims
• Storage of Investments
• Notaries Public

The expertise of Hooper & Wollen in the field of Wills, trust and probate has long been recognised.

Wills

A properly drawn will can save a great deal of expense and possible dispute in the future and may also achieve significant savings in Inheritance Tax. The fee for the preparation of a Will is usually very modest regardless of the value of the person's assets.

Power Of Attorney & Court of Protection

We also handle the preparation and administration of Enduring Powers of Attorney and Court of Protection Receiverships. We believe that most people should be encouraged to grant Enduring Powers of Attorney so that someone is able to handle their affairs if they become incapacitated.

Estates

We deal with the administration of deceased persons' estates of all sizes and complexity which will be handled in a sympathetic and efficient manner at a time when personal attention by our partners and staff is particularly important. Not only do we attend to the technical complexities but also the practical necessity, such as arranging the funeral, securing the house and assets and generally providing help to the family.

Trusts

The establishment and administration of Trusts and Settlements together with general advice on Inheritance Tax mitigation is a core part of the activities of this Department and we can advise on all aspects of these complex subjects.

IHT Planning: We can advise on Inheritance Tax planning directly or as part of our service when making Wills or setting up Trusts/Settlements.

Charities

We are closely involved in the formation and administration of Charitable Trusts and are members of the Charity Law Association.

IHT Act Claims

We can advise on potential claims under the Inheritance (Provisions for Family & Dependants) Act 1975 and will undertake litigation if required.

Storage of Investments: We currently store investments documents such as share certificates, life insurance policies and passbooks in our fireproof storage facility. Each client is sent a schedule on a yearly basis and no charge is made for this facility. We can also store Wills and Deeds if required.

Income Tax: click here for more details

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