Legacy & Probate Services

Here to help at the hardest of times

No one likes to consider their passing and yet with a lifetimes worth of assets accumulated it makes sense to plan the practical, legal and financial aspects of your life in advance of your passing.

We understand that losing a loved one can be an extremely difficult and stressful time, so at TBL we take away the burden of administrating the estate by acting as your dedicated advisers.

As part of our professional, friendly and honest service, we can provide expert advice on gifts, trusts, estate planning, inheritance tax, Wills and more.

Our experienced probate advisers will help with a wide range of unexpected issues in the most straightforward and sensitive manner possible.

We can assist with:

Inheritance Tax planning

By planning your assets now in advance of your death you could help to pass on more wealth to your beneficiaries by reducing any Inheritance Tax liabilities.

Estate planning and gifts

One method of maximising the wealth passed on to your loved ones is to plan your estate and offer gifts ahead of your death, which allow your beneficiaries to make the most of their inheritance.

Creation, management and termination of trusts

Trusts are flexible and give the freedom to choose how and when your beneficiaries will receive the funds. We can set-up and oversee the entire process from start to finish to ensure your wishes are met.

Advice on the content of Wills

We have connections to a number of local solicitors, who with our help can craft your Will so that you can confident knowing that your money, property and most prized possessions are passed on in accordance with your wishes.

Obtaining a Grant of Probate

We can make the hardest of times just a little more bearable by administering a deceased’s estate either as executors or on behalf of family executors.

Need to ask about probate services?

Talk to our probate expert Paul Stafford today.