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Tax Planning, Trusts and Elderly Matters

Everyone’s concerns are different.

Some people are anxious to preserve their Estate against care home fees.

Others need to plan to reduce Inheritance Tax and pass on as much of their wealth as possible.

Others are concerned to make gifts during their lifetime free of tax.

Whatever the case, you need as much time as it takes for us to listen to you, understand your situation and make the right recommendations – which is exactly what we’ll do.

What will we do for you?

  1. First, we’ll listen.
  2. Then we’ll ask questions.
  3. Then we’ll advise.
  4. And then we’ll do what you ask us...
    quickly, simply and at the cost we’ve agreed

Contact us by phone or email whenever you are ready.

Emma Warner was very kind and explained my will thoroughly as I had not done one before.

Case Ref. M3011/4

Luke Taylor - Always pleasant and helpful.

Case Ref. M36/4

Luke Taylor - A very friendly manner and makes everything easy to understand.

Case Ref. C2696/3

My thanks to Emma Warner for a fast efficient service. I am more than happy to recommend you to my friends .

Case Ref. G2340/1

Luke and his team always provided excellent service, they were friendly and approachable and met all our needs.

Case Ref. L1771/2

Luke was particularly helpful and managed us all through a somewhat complex process really well.

Case Ref. L1763/1

Luke - prompt and efficient.

Case Ref. S3677/1

Our Wills, Trusts and Probate team

Luke Taylor

Solicitor

Head of Wills, Trusts and Probate

Luke Taylor

Direct Dial:01252 550 428

Email Luke Taylor

Luke qualified as a Solicitor in 2000 and has been a Partner since 2013.

He is head of the Wills, Trusts and Probate Department and is STEP qualified.

Luke has a particular interest in acting for the elderly as advisor or attorney, administering their financial affairs and tax planning, and in setting up and administering Trusts for the disabled.

Emma Warner

Wills, Trusts and Probate Executive

Emma Warner

Direct Dial:01252 550436

Email Emma Warner

Emma has been a Private Client Executive since 2012, specialising in Wills, Probate and Court of Protection matters. She works closely with Luke Taylor.