English wills & probate

In addition to our expertise relating to Scots law, Brodies' personal law team also specialises in wills and estate planning, powers of attorney, probate and estate administration for people who live in England or Wales.

Our team of private client specialists (comprised of lawyers, tax advisers and accountants) offer services including all aspects of setting up, administering and winding up trusts as well as succession planning for entrepreneurial and international clients.

Estate planning

Our estate planning services include drafting wills and powers of attorney, as well as guidance on business succession, charitable giving, and tax planning. Through trusts and other wealth structures, such as family investment companies, we can ensure your assets pass to future generations in a manner which minimises tax and optimises asset protection.

Probate and estate administration

Losing a loved one is never easy, but our team is empathetic and vastly experienced and will guide you through the legal process that follows. We assist clients with all aspects of estate administration, including will interpretation, tracing assets and beneficiaries, reporting to HMRC, obtaining probate, distribution to beneficiaries and post-death variations to optimise tax efficiency.

Trusts

We undertake all aspects of the setting up, administering and winding up of trusts, including meeting trustees' legal and regulatory obligations and bespoke planning to maximise tax reliefs and asset protection.

Succession planning for business owners

We work closely with colleagues in our corporate, commercial and rural business teams to ensure clients are given holistic advice in respect of the management and/or ultimate sale of their businesses. By analysing current business structures, we can advise on securing valuable reliefs from inheritance tax, such as Agricultural Property Relief and Business Property Relief.

Get in touch with a member of our English personal law team