Succession Planning & Will Trusts
Our team combines years of knowledge and expertise with a direct approach to provide the best advice to our clients on all types of Wills, tax efficient succession planning and trusts in Northern Ireland.
“I have confidence in them, which goes a long way in your professional relationships.”
Private Client, Antrim“There is no room for improvement. Everything and everyone excellent. Kept in touch with me at every stage and so prompt with everything totally the way a business should be run.”
Private Client, Newtownabbey“Found our meetings to be invaluable. We asked many questions and we were very impressed by the knowledge given to us. Felt every issue was comprehensively replied to and gave us confidence. Thank you so much.”
Private Client, Portaferry“No faults with the service - everything was clearly explained - no hard sells - just professional and caring attitude.”
Private Client, Bangor"Everyone I’ve worked with has been approachable and easy to build a strong rapport with."
Client TestimonialExpertise
- A Will helps to protect your family and ensures that what you leave behind is distributed in accordance with your wishes, with minimum delay and most importantly with minimum distress for your loved ones.
- Our team has been built on years of knowledge and expertise led by a partner and Tax Director with over 40 years of combined Society of Trust & Estate Practitioners (STEP) training.
- We offer a specialist team which provides simple trusts for minor children as standard through to partner led succession & trust planning Wills to minimise Inheritance Tax liabilities.
- We adapt our service delivery to what suits you, acting for clients all across Northern Ireland expertly and efficiently.
What We Do
- Ask for our Free no obligation postal Will pack or make a personal or virtual appointment with one of our specialist solicitors
- Inheritance tax and trust planning advice
- Business Property Relief succession planning for business owners & investors
- Agricultural Property Relief succession planning
- Wills to protect assets in divorces, family disputes or involving dependents
- Charitable giving to reduce Inheritance Tax
Get in touch
To find out more about how we can help you with your Succession Planning & Will Trusts query, please contact us.
How we work
- Reliability
- Cost Transparency
- Professional & discreet service
- Tailored approach for your circumstances
- In-house taxation, property, company & commercial services
- Established network of independent financial advisors, pension, business & property experts
- Partner-led service to ensure the correct, strategic approach to instructions
- Innovative & efficient service delivery through high-performing legal project management systems
- We work smarter, we are open to taking a different approach which achieves better results for our clients