Wills, Trusts and Probate

Getting the right advice

Safeguarding your wealth from the taxman once you’ve gone is not easy. However with foresight, practical steps can be taken to significantly reduce how much of your estate the taxman receives in tax.

How we can help you

We can advise you on the most tax efficient and effective strategies to manage and protect your estate. Whether this be advising on setting up and managing trusts, to tax efficient will planning, or the tax advantages of gifts to individuals, trusts or charities. We can do this by providing you with your own dedicated wealth adviser: a highly qualified and experienced professional who will take the time to understand your current financial position and the aspirations for your estate. We will then provide you with the right advice and a tailored plan that will help minimise your estates’ tax exposure.

What we can offer you

We can offer you a comprehensive range of services, each tailored to your requirements. These include:

• Establishment, variation, administration and winding up of trusts (both onshore and offshore)
• Tax efficient investment strategies for trusts
• Trust compliance,(and) administration (and Trustee services)
• Advice on and implementation of tax efficient Will and Inheritance Tax planning
• Drafting and registration of Powers of Attorney
• Protection of estate values through the use of life assurance
• Protection of the wealth of beneficiaries through trusts

Estate administration and Executor services

• Estate planning for non domiciles
• Advice regarding overseas personal representatives and overseas will trusts
• Tax and practical advice on deceased estates (including securing overseas assets)

Arranging for Non UK Probates to be resealed here and securing UK assets for non UK domiciled estates

• Settling pension death benefits

What it means for you

Our advice will help protect your estate by significantly reducing how much of it the taxman receives.

Key Contacts

Andrew Shaw
Tel: 020 7566 3807
Email: ashaw@kingstonsmith.co.uk

Richard Smith
Tel: 020 7566 3654
Email: rsmith@kingstonsmith.co.uk

Financial advice is provided by Kingston Smith Financial Advisers Ltd, an appointed representative of Argentis Financial Management Ltd which is authorised and regulated by the Financial Services Authority (FSA). The FSA does not regulate some forms of buy to lets, commercial mortgages, tax advice, wills, trusts or certain offshore investments.