Our Wills and Estate Planning Services
Thursfields’ wills and estate planning solicitors offer a comprehensive range of services for people in need of specialist advice. Our services include:
- Preparation of wills
- Wealth protection
- Inheritance Tax planning
- Capital Gains Tax planning
- Advice on capacity issues
- Succession planning for business owners
Whatever you’re looking to achieve, our estate planning advice is designed to provide guidance every step of the way.
Want to Know More About Our Wills & Estate Planning Services?
Advice That Simplifies Wills and Wealth Planning
The surest way to spare your loved ones any additional stress in the event of your death or incapacity is to start planning for the future now.
Thursfields’ wills and wealth management team provides clear legal advice to help you safeguard you and yours.
As a full-service law firm, we have experience across a broad range of personal circumstances, from trusts creation and business succession planning, to individuals making retirement plans or leaving lump sums to charitable causes.
Meet Our
Wills and Wealth Management Solicitors
If you’re looking for targeted advice about how our wills and estate planning advice could safeguard your family’s future, Thursfields’ specialist team of solicitors are here to help.
Key Contact
Terry Cooper TEP
Director, Head of Private Client
Terry leads Thursfields’ Private Client team and has a vast amount of expertise with tax and trust planning. He regularly advises on matters such as wills, the creation or restructuring of trusts, lifetime gifts and other planning to minimise inheritance tax or other tax liabilities (including insurance-based solutions), and death-in-service payments.
Terry has acted for entrepreneurs and business owners, wealthy families, and others who need wills or tax advice. As a result, he is always happy to work in collaboration with a client’s existing financial advisers or accountants.
Sophie Donovan
Director, Head of Estate Administration
Sophie is an experienced Solicitor specialising in all areas of Private Client Law, advising clients with Wills, Lasting Powers of Attorney and Administering Estates. Sophie’s focus is client led, offering reassurance in complex matters and working collaboratively with the client to achieve an outcome in an efficient and supportive manner to meet the client’s needs.
Sophie is an Affiliate Member of the Society of Trusts and Estates Practitioner.
OUR TEAM
GET IN TOUCH
Want more information about the benefits of wills and wealth planning? Get in touch with one of our solicitors today.
What would happen if you died without a Will?
Our short questionnaire will tell you what would happen in your individual circumstances if you died intestate (without making a Will)
Wills and Wealth Management
Tailored to You
No two clients are the same. When contemplating wills and estate planning, it’s essential that your personal circumstances are fully considered. You might want to focus on such factors as business assets, family arrangements, property division, and charitable donations.
Thursfields’ specialist wealth management lawyers will take the time to establish your priorities. So, whether you’re looking to minimise the impact of inheritance tax, or to make sure that specific possessions end up in the right hands, we’ll help you achieve your desired outcome.
Family Business succession
Preparing for the future may mean making plans for business succession. Our expert Corporate Lawyers will guide you to ensure your family business is fit for the future.
Frequently Asked Questions
A will is a document that makes clear the division of your estate in the event of your death. Your estate encompasses everything you own, including; properties, savings, pensions, investments, jewellery, etc. Any debts will need to be offset against possessions before the remaining assets can be divided among friends and family. The writing of a Will is the only way to ensure that your possessions are divided in accordance with your wishes after death.
You’re not legally required to write a will, but it is the best way to ensure that your estate is shared in line with your wishes. If you don’t, the division of your estate will be determined by Intestacy Rules, which could deprive close friends and family of any inheritance.
Essentially, wealth management broadly covers several areas of financial planning. Services within wealth management include; estate planning, financial and tax planning, succession planning, charitable donations, and more.
Wealth management helps individuals to manage and maximise the value of their assets and brings peace of mind. If you have a holistic wealth management plan, the financial wellbeing of your loved ones will be protected in the event of death or incapacity.
Contact Our
Team
Whether you’re writing a Will, or navigating inheritance tax, our wills and wealth planning solicitors are here to help.
