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Wills Tax Estate Planning
Wills Tax Estate Planning
Wills Tax Estate Planning

Wills / Tax / Estate Planning

about Wills tax estate planning

Wills / Tax / Estate Planning

Wills Tax Estate Planning Solicitors

Wills / Tax / Estate Planning

About Wills / Tax / Estate Planning

Tollers provides expert legal advice to individuals, families and to businesses, on a wide range of complex and sensitive issues.

Due to the depth and breadth of our team, one of the largest in the region, with many years’ specialist experience,we can advise on important family matters, such as:

  • preparation of Wills
  • inheritance tax
  • creation and administration of trusts
  • Powers of Attorney
  • Court of Protection matters
  • elderly client and residential care issues
  • care home funding
  • bereavement, administration of estates and probate
  • protection of vulnerable adults
  • disputes about Wills, Trusts and Estates
  • personal taxation.

Our approach is attentive, sensitive and supportive. We will always have your best interests at heart and advise you accordingly. We will consult with you closely, keep you fully informed and up to date with developments and any cost implications. You will always know where you stand legally and financially.

Making a Will

Making a Will need not be complicated or stressful – no matter how complex your financial affairs or family relationships.

By making a Will, you decide:

  • who will administer your estate
  • who will be the Guardians of your minor children
  • your funeral wishes
  • who will benefit from your estate, and at what age
  • whether to include protection for vulnerable beneficiaries
  • what tax will be payable on your estate, and by whom.

Making a Will - Tollers SolicitorsWills are very important documents, so it makes sense to get expert help to draft your Will. At Tollers, we help you through the whole process. We even store your completed Will free of charge.

Tax and Estate Planning

When planning for the future, tax considerations inevitably play an important role. At Tollers, our experts all have experience dealing with personal taxation queries, specifically relating to Inheritance Tax (IHT) and Capital Gains Tax (CGT). Our approach to effective tax planning takes into account five key principles:

  • Focus on your objectives – do not let reducing IHT overrule common sense.
  • Keep your planning as simple as possible – tax law and personal circumstances can change, and overly complex schemes can be difficult and expensive to manage.
  • Look for opportunities to reduce the value of your estate for IHT purposes, but do not give away more than you can afford to
  • Take advice sooner rather than later – early planning offers the greatest opportunities.
  • Take all taxes and circumstances into account. Remember that disposing of some assets during your lifetime may give rise to unexpected IHT/CGT charges.

Tax and Estate Planning - Tollers Solicitors

A professional advisor who fully understands your objectives and personal circumstances can help you develop an IHT plan tailored to your particular needs.

Trusts

Someone can create a trust in their lifetime, or on death through a Will. Trustees are appointed to look after the assets for chosen beneficiaries, and must act according to the the terms of the trust.

You can use a trust to:

  • protect assets for the family: see Tollers’ Passing on the Family Home flowchart
  • mitigate Inheritance Tax and Capital Gains Tax
  • ensure means-tested benefits continue
  • ring-fence compensation from personal injury claims
  • look after assets for younger beneficiaries, or for those who can’t manage money themselves
  • confirm your share of a property: see Tollers’ Declaration of Trust flowchart.

Trusts can be complex, and the tax rules associated with them change frequently. So it’s vital you seek professional advice before creating a trust or acting as a trustee.

Our highly experienced team can:

  • advise on the use and taxation of trusts to see whether a trust would be suitable for you
  • draft trust deeds and associated documents
  • act as trustees, where appropriate help trustees in the administration of the trust, including preparation of accounts and tax returns.

Trust Claims - Tollers Solicitors

Powers of Attorney

When creating a Power of Attorney, it is essential that whoever is signing the document is capable of understanding its nature and effect. 

There are three types of Powers of Attorney that allow someone to make decisions on another’s behalf. Whichever is applicable to your needs and circumstances, Tollers’ Wills, Trusts, Tax and Estate Planning team will guide you through the process and support you in drafting the legal document. 

General Power of Attorney

This is used only for financial affairs and valid only while a person has mental capacity to understand its nature and effect. 

Lasting Power of Attorney for finance and property

This is used for financial affairs, and only when it has been registered with The Office of Public Guardian. It can remain in effect if the person it relates to loses mental capacity at a later date.

Lasting Powers of Attorney for health and welfare

This is used for decisions relating to your health and welfare, such as life-sustaining treatment, medical decisions, medication, where you live, and social care. It can be used only when it has been registered with The Office of Public Guardian and you are deemed incapable of making the decisions yourself.

Enduring Powers of Attorney

You can revoke the power of the document at any time, and for any reason, if you’re unhappy with it.

Powers of Attorney - Tollers Solicitors

Tollers experts can guide you through the registration process for Lasting Powers of Attorney and Enduring Powers of Attorney documents. 

Bereavement Advice, Probate
and Administration of Estates

Bereavement is one of the most traumatic experiences anyone can go through. At Tollers, our empathetic team offers a bespoke service to Administrators and Executors, designed to guide them through the legal requirements of estate administration and probate processes with minimum stress.

Bereavement Advice - Tollers SolicitorsWe can help with estates where the person passed away with or without a valid Will. Find out more by contacting one of our team.

Contesting a Will

Tollers’ specialist dispute resolution service recognises the increasing litigious nature of claims surrounding Wills and Trusts brought about by the changing family structure and the increasing size and value of estates.

Contesting a Will - Tollers Solicitors

Problems during the
Administration of the Estate

Problems that can occur during the administration of an Estate include:

  • Problems over the construction of a Will
  • Problems with or between personal representatives
  • Actions to remove personal representatives
  • Defending claims upon the estate
  • Requiring personal representatives to account for their actions during the administration of an estate

Problems during the Administration of the Estate

Claims Regarding the Estate
Inheritance Act Claims

If there are claims regarding an Estate we can advise.

Inheritance Act Claims:

  • We act on behalf of the beneficiaries defending claims by individuals entitled under the Inheritance Act to pursue actions
  • We pursue claims on behalf of spouses, partners, children and dependents who wish to contest a Will

Claims Regarding the Estate Inheritance Act Claims

What Our Clients Are Saying...

  • I have used the services for a number of years.  Cathy Eaton is exceptional, very friendly and very professional.

    Mrs P A Collier
  • Cathy Eaton dealt with our matter very efficiently and actually helped us save money with regards to not requiring probate for my late father, having been bequested a small sum of money from another relative, to which we are very grateful.

    Mrs J Elms
  • Thank you so much for all your hard work over the year sorting out my late mothers Will and Estate.  I would like to thank Mrs Eaton very much for all of her hard work.

    Mrs J Porter
  • I have nothing but praise for the help and advice I received in the redrafting of my Will.  The whole matter was dealt with quickly and efficiently by your skilled staff. Thank you.

    Mr M H Hall
  • The service I had from Tonina Ashby was truly excellent customer service.

    Mrs J M Lewis
  • The service I received was fantastic from start to finish and I would not hestitate to recommend Tollers.

    Mr D J Harris
  • We could not fault the whole process of writing our Wills and were extremely impressed by the professionalism and efficiency of Tonina Ashby.

    Mr and Mrs N Brook
  • Thank you for your excellent service in helping us to complete our Wills and the LPAs.  it was always going to be difficult with our problems, but you guided us through the process and made it seem less of a problem for which we are very grateful.  Thank you again.

    Mr and Mrs Gibson
  • From the moment I walked through the door everyone from the receptionists to Steve were professional, courtous and friendly.  Very quick, efficient service.

    Ms J S King
  • Cathy was very understanding and helped me through making my Will.  Very helpful nothing was to much trouble.

    Mr R U Queeley
  • I am very pleased with the service I received.

    Mr D S Markham
  • We consulted Tollers for advice in the preparation of our Wills, that needed to have some unusal clauses included.  Martin was Excellent.  His manner, personality and ability to quickly understand our requirements was exceptionally good. Legal wording was explained clearly.

    Mr D Elson
  • In all aspects of my dealing with various departments of Tollers I have been very satified with the advice I have been given.

    Mr R.F. Stanyon
  • Excellent service provided.  Very friendly and helpful.  Thank you.

    Mr and Mrs A Parsons
  • If you are considering which firm of solicitors to choose, then you can do no better than to select Tollers.  I have been a client for almost 9 years and feel better qualified than most to comment as I have relied on various people within the company to help me.

    Firstly, I needed help to make a Will and to rearrange my affairs after the death of my husband in 2007.  Barry Rogers was my first point of contact.  After  that Barry helped me to arrange a Lasting Power of Attorney for my disabled brother following the death of our mother, and he is now a trustee and joint Attorney for him.

    In 2013, I bought the property next to mine and relied on the valuable services of David Wootton and his team to complete the purchase.

    Most recently, I have been fortunate enough to have the help of Julie Yates.  As Senior Probate Manager, she organised Lasting Powers of Attorney for my aunt in Worcestershire.  For me, Tollers are unrivalled in their services and I have less happy experiences with other firms of solicitors to make a comparison, so my judgement is not just based on emotional criteria but on those of efficiency, clarity, probity and empathy.  Yes, one pays for the service, but you can trust everyone you deal with and there is a warmth and compassion from all those who are involved.

    Barry Rogers is like a rock in the background for me and that is hugely important, especially when you are making important decisions alone and on behalf of those you love.  His advice is always clear and honest and he is most patient and tolerant when I change my mind about things and cause extra work.

    Julie Yates visted my late uncle and aunt in Worcestershire in order to prepare the Powers of Attorney for them. Following the death of my uncle, she has continued to provide support to my aunt at my request and I cannot praise her enough for her work, which went well beyond the call of duty.

    Lastly, it is no exaggeration to say that I will rely on Tollers to continue to look after my affairs beyond my lifetime.  My brothers affairs are in their charge and I have absolute faith in that.  It reassures me to know that, as a vulnerable adult, he will be protected by people in whom I have absolute trust.  There can be no higher praise than that.

    J Hand
  • Each time I have used Tollers it has always been up to their high standards, with sound advice, willing to listen and answer my questions in a fully understandable way. 

    Mr A G B-C
  • I feel priviledged to be a client of Tollers.  To always receive such expert advice and to be treated with the utmost courtesy and kindness is indeed invaluable.

    Mrs A Lewis
  • The quality of service received was excellent.  All detail was thoroughly explained and calls were dealt with promptly.  My recommendation of Tollers would be extremely high.

    Mr A C
  • Martin listened, reflected, advised and gave options where appropriate.  He provided excellent advice and support, he was pleasant, smiled and business like and was confident, experienced and knowledgeable.

    Mr and Mrs O
  • Tollers Solicitors and in particular Martin Hill can be recommended for their personal attitude in dealing with our matters.  Mr Hill was patient and understanding, dealing with us efficiently, but respectfully.  Thank you for your help.

    Mr and Mrs B.M.
  • Mrs Dodman patiently answered any questions I had regarding my estate - She made herself available to talk at any time. I had a very good experience with Tollers.

    Mrs J.P.
  • Very helpful, friendly and provided great advice.

    Miss K Boddington
  • Talking about dying, final wishes and wills is not a favourite topic.  With professionalism, advice and great humour Nicola guided us through and made the process as easy as it can be.  you don't want to do this to often, but would happily repeat it, if needed, with such a super helper.  Thank you.

    Ms and Ms Sweetser
  • Having used Tollers for my divorce a few years ago, I had no hesitation in going back when my partner and I wanted to set up our wills.  Excellent service as always. Thank you.

    Mr and Mrs Jolly
  • Many people do not make a will and should, Tollers are a helpful solicitors practice who have made the process very easy.  Thank you.

    Mr and Mrs McNab
  • Efficient and Friendly service, thank you.

    Mr and Mrs Sanderson
  • It was a joy to have someone explain my very complicated options for my Will, in plain English. Fantastic services as always, Thank you Nicola.

    Mrs C A Smith
  • I was very pleased with the caring service I received at such a sad time.

    Mrs V Turner
  • Nicola gave a first class, professional service, keeping me informed throughout.  The whole process was completed most satisfactorily.

    Mr W W Elsegood
  • Excellent service from start to finish.

    Mr Dennis
  • All of your staff who dealt with us where very plesant and helpful.

    Mr and Mrs John
  • Thank you for your very helpful input and advice during this process.  You were very professional and knowledgeable, but also very supportive, warm and engaging.  I would certainly use Tollers for future legal needs.

    Mr and Mrs J Brian
  • Tollers staff were very professional and helpful.  Their good advice and updates regarding costings helped me immensely.  A very good service.

    Mr P Desmond
  • A personal service was received. We felt they listened to what we wanted and gave advice without pressure.

    Mrs P Horsley
  • Tollers was recommended to me when my father passed away and left the property I lived in as a legacy to a charity. With the fear of being made homeless and my personal situation not allowing me to rent or purchase a property of my own, I was put in contact with Mr Tom Kings of Tollers. Mr Kings was very helpful and understanding at every step along the way. He kept us fully informed at every opportunity and was always available should we need him. During the four years the case was on going for, Mr Kings remained fully focused and kept us hopeful and optimistic for the future. Along the way Mr Kings worked alongside a barrister who was also exceptionally clued into the case. We cannot thank Mr Kings and Tollers enough

    Mr V Mark
  • Careful attention was given to my requirements and I was given plenty of time to consider what I should do. Meetings were conducted on a friendly helpful basis. Thank you.

    D. Bird
  • The clear, concise information I was given, made what I thought would be a complicated procedure, into a straightforward experience. Thank you very much Mr Chipperfield.

    C. Boyle Bedford
  • We would like to thank all of your staff that have dealt or are dealing with my concerns - very professional and thoughtful. Thank you.

    M. Ernest
  • Great Service and friendly but professional conversations with positive conclusions.

    A William and A Vinton
  • We wish to thank you for the excellent guidance and professional services that you rendered to my family

    A client
  • Ruth was extremely helpful from day one. Her sense of humour kept me going in what were difficult circumstances. Her advice all the way through was exceptional.

    Susan Moncur
  • Martin Hill always provides an excellent service & has shown immense kindness & consideratoin.

    D Wells
  • Very please with the service as always.

    N Herring
  • I cannot fault the professionalism & compassion shown by Nicola & Martin, who have made an unbearable situation bearable.

    S Dobbs
  • We cannot praise the firm highly enough for all the help and advice given to us. Kirstie was very exceptional and most professional in her dealings with us. A great asset to the firm.

    J & S Rigby
  • A warm welcome, made to feel comfortable.

    V Morgan
  • I and my Wife received very good service.

    F & C McDaid
  • No improvement necessary, an excellent service throughout.

    W & B Elsegood
  • First class servce at a very competitive rate.

    N Ancel
  • Mr Hill listened to us, understood what we meant & returned the points with added legal know how. It was just what we wanted.

    T Lusty & J Davies
  • Thank Ruth for her kindness & understanding at a diffucult time in her life.

    C Billing
  • Ruth Markham was so kind, understanding & patient, I can never thank her enough.

    B Jones
  • Miss Markham was never anything other than courteous in all our dealings and was very patient with any questions I had, and answered them simply in ways I could understand.

    CM Smith
  • On arrival Reception made us very welcome, Kirstie made us feel at ease and was very patient, understanding & reassuring. Our two visits were a pleasure. A job well done. Thank you

    R & A Wheatley
  • Kirstie was very clear and nothing was too much trouble, went out of her way to help, thank you.

    J Hale - Kettering
  • Have to say Nicola has been excellent and makes this process very easy and uncomplicated - many thanks.

    T Grier
  • Great service - can't fault it

    SA Watts
  • The care I have received from N Dodman has been so caring and kind and nothing has been too much trouble and I most certainly use her and Tollers again.

    L Rolls
  • Many thanks to Kirstie for all the work she has done for us.

    Mr D and Mrs Whitlock
  • Excellent Service, from Kirstie Brownbill. would recommend her to anyone.

    Nancy Gates
  • Kirstie was very helpful to us. She explained everything in an unhurried, easy to understand manner.

    Stuart and Janet Ogilvie
  • I would like to say that you (Ruth Markham), Cheryl Hawkins and the staff at Toller's have been extremely efficient, helpful and value for money I would go as far to say that your firm has been the best company of solicitors I have ever used and would not hesitate to recommend your company.

    Johnny Richmond
  • The service I received from Miss Webster was exceptional, professional & friendly, would recommend your service to others.

    V Garraway
  • I would like to take this opportunity to personally thank you for your assistance and advice during my case. Not only did you offer me the soundest advice and guidance during this time but you also gave me the confidence to make the choice to go ahead with the proceedings. If it were not for your stewardship, I do not think I would have gone ahead.

    Mr F

Our Experts in Wills / Tax / Estate Planning

Related Service: Wills, Tax & Estate Planning | Notary | NotarySpecialties: Trusts and Estates administration, Tax Planning, Wills, Elderly & Vulnerable Client Law, NotaryOffice: Corby As a Solicitor and Partner, Barry Rogers is head of our Wills, Tax and... Read More

Barry Rogers / Equity Partner
t   01536 276739

Related Service: Wills, Tax & Estate PlanningSpecialties: Wills, Trusts and Estates administration, IHT Planning, Court of Protection, Long term Care planningOffice: Northampton Martin is a leading wills, tax and estate planning solicitor. Martin focuses on inheritance tax planning... Read More

Martin Hill / Equity Partner
t   01604 258597

Related Service: Wills, Tax & Estate PlanningSpecialties: Wills, Tax and Estate Planning, Trusts and Estates administrationOffice: Milton Keynes Cathy has over 20 years of experience and specialises in the preparation of bespoke Wills, the administration of estates and the preparation... Read More

Cathy Eaton / Legal Manager
t   01908 306940

Related Service: Wills, Tax & Estate Planning
Specialties: Elderly & Vulnerable Client Law, Court of Protection, Lasting Power of Attorney, Administration of Financial Affairs
Office: Northampton

Read More
Emma Wesley / EVCU Manager
t   01604 258502

Related Service: Wills, Tax & Estate PlanningSpecialties: Wills, Tax and Estate Planning, Trusts and Estates administrationOffice: Milton Keynes & Stevenage Fiona is a qualified Solicitor and head of the firm's Private Client Department in the South. She has a varied caseload... Read More

Fiona Nash / Head of Private Client - South
t   01908 306939

Related Service: Wills, Tax & Estate PlanningSpecialties: Wills, Tax and Estate Planning, Trusts and Estates administration, Elderly & Vulnerable Client Law, Court of Protection, Lasting Power of AttorneyOffice: Corby In her spare time Julie enjoys keeping fit and reading. Read More

Julie Yates / Senior Probate Manager
t   01536 276483

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