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Wills Trusts & Tax Planning

We have one of the leading private capital teams in the north east of England.  Our standing in this practice area was further enhanced when Eversheds' Newcastle private client department joined us.

We advise on all aspects affecting the private individual and their personal affairs, including:

  • Wills
  • Trusts
  • Inheritance tax
  • Capital gains tax
  • Business succession planning
  • Estate planning
  • Court of protection
  • Lasting powers of attorney

We make sure that you preserve your assets by minimising the amount of tax payable and that your family and friends inherit what you want them to have.

A number of solicitors in the unit are members of the Society of Trust and Estate Practitioners.

We can also represent you when dealing with contested Wills and inheritance issues.

 

Key Contacts:

Kirstin Cook

Partner

Email

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John Luke

Senior Associate

Email

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Recommended by Chambers 2009, an independent guide to the legal profession:

Clients highly value Kirstin Cook's "supportive and empathetic advice" on all private client matters, which she combines with "excellent personal skills - she is very easy to get on with." The firm assists a sizeable client base of high net worth individuals and local professionals, including bankers and accountants, with wills, estate planning, trusts, probate and Court of Protection work. As well as acting for local clients, the group has the resources to handle work with an international dimension and regularly acts for clients as far afield as the USA and Belgium.

 

Click here to download our guide to Wills & Estate Planning.

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