Writing a Will and Inheritance Tax
Ensure your estate is left to the beneficiaries of your choice and minimise the risk of a dispute arising in the future.
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As a law firm, we don’t want to just meet our client’s expectations; we want to exceed them. We don’t just want to respond to our client’s enquiries, we want to add value wherever we can.
Our client's best interests are at the heart of everything we do. We get to know who our clients are, their priorities and goals and have a genuine desire to help them achieve them.
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At Heald Solicitors in Milton Keynes, our team has extensive experience in Wills, trusts, and probate, including complex or high-value estates, business succession, and dispute resolution.
Ensure your estate is left to the beneficiaries of your choice and minimise the risk of a dispute arising in the future.
Obtaining legal authority to deal with someone’s affairs when they can no longer manage them themselves.
Help dealing with the administration of someone’s estate after their death.
Appointing someone to manage your affairs on your behalf, should you ever become unable to deal with them yourself.
Protecting your assets for the next generation and ensuring your estate is tax-efficient.
We'll help you understand the implications of ‘when’ and ‘how’ to set lifetime gifts to potentially reduce an estate's inheritance tax liability.
We have extensive experience in the complex area of trusts. We'll assess your situation and advise you on the best approach for your estate and family.
At Heald Solicitors, we know the value of peace of mind when planning for the future. We're not just about providing legal services; we're about building a relationship of trust with you. As your wills & probate solicitors in Milton Keynes, Buckingham, & Bletchley, we understand your needs and work with you to protect your assets, wishes, and loved ones.
The law of trusts is technical and can appear confusing. Our team of experienced lawyers is proficient in navigating this intricate field. We guide our clients through establishing a trust, explaining every step to ensure you understand how your assets will be managed and protected.
As your probate lawyer, we help ease the burden during the difficult times following losing a loved one. We handle the complexities of probate on your behalf with sensitivity and professionalism, leaving you to focus on healing and remembrance.
Heald Solicitors understands that every individual has unique needs and challenges. From personal estate planning to business succession planning, we are committed to delivering bespoke, practical solutions that cater to your needs.
Creating a legally valid Will can give you the peace of mind of knowing that your loved ones will be cared for in the way you want them to be when the time comes.
In addition to ensuring that your estate passes to those you want to benefit from, you can also set up trusts to protect your assets and ensure that your affairs are structured in the most tax-efficient way possible.
Having the correct documentation in place and taking professional advice to ensure it is robust and provides a solid legal foundation for your financial matters can also significantly reduce the risk of a disagreement arising over your Will.
We can also deal with the estate of someone who has died to ensure that the administration is dealt with correctly and that their affairs are wound up efficiently and without delay.
Our Milton Keynes wills, trusts, and probate services provide a comprehensive range of legal advice and support to individuals in the local area. Our experienced team of solicitors has years of experience dealing with the complex legal issues involved in such matters, ensuring that our clients receive the best possible outcome for their circumstances.
We understand this can be difficult for individuals and families, so we strive to make the process as straightforward and stress-free as possible. We can help with all aspects of wills, trusts, and probate law, from setting up trusts to assisting executors to administer estates.
We also offer various other services, including inheritance tax advice, drafting powers of attorney, and advising on lasting powers of attorney.
With our wealth of expertise, we are confident that our customers will receive the highest level of service regarding Milton Keynes probate, wills, and trusts services.
At Heald Solicitors in Milton Keynes, our team have extensive experience in dealing with Wills, trusts and probate, including complex or high-value estates, business succession and dispute resolution.
We understand that dealing with Wills and probate can be challenging, and you will find us sympathetic and approachable. We provide excellent client care and will ensure we are always available to speak to you to discuss the progress of your matter and answer any questions you may have.
We work proactively to ensure that your case is dealt with as quickly and efficiently as possible. We will always keep our costs to a minimum to ensure you receive good value.
Our approachable and dedicated team takes the time to understand your situation and provides transparent, jargon-free advice. We pride ourselves on our commitment to excellent client service and delivering timely, effective results.
At Heald Solicitors, we are more than just your solicitors; we are your partners in planning, protecting, and preserving your legacy. Trust in our expertise and dedication to secure your future.
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