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Trust and Estate Solicitors

Solicitor

Why Consider Trusts and Estate Planning?

At Wason Male & Wagland LLP Solicitors, we provide expert guidance and comprehensive services in trusts and estate planning to help you protect your assets, plan for the future, and ensure your wishes are honoured.

Effective trusts and estate planning can provide numerous benefits, including:

  • Protecting Assets: Safeguard your wealth for future generations.
  • Tax Efficiency: Minimise tax liabilities and maximise the value of your estate.
  • Control and Flexibility: Maintain control over how and when your assets are distributed.
  • Provision for Loved Ones: Ensure your loved ones are provided for according to your wishes.

Our Trusts and Estate Planning Services

Our team of experienced solicitors offers a wide range of services tailored to meet your individual needs:

    • Initial Consultation and Assessment
    • Personalised Advice: We will discuss your objectives, family circumstances, and financial situation to provide personalised advice.
    • Assessment: Evaluate your assets and identify the most suitable estate planning strategies.
    • Wills and Trusts
    • Will Drafting: Create or update your will to ensure your wishes are clearly documented and legally binding.
    • Setting Up Trusts: Establish various types of trusts to protect and manage your assets, including:
    • Discretionary Trusts: Provide flexibility in distributing assets to beneficiaries.
    • Bare Trusts: Simple trusts where beneficiaries have an immediate and absolute right to the assets.
    • Interest in Possession Trusts: Allow a beneficiary to receive income from the trust assets while preserving the capital for others.
    • Charitable Trusts: Support charitable causes in a tax-efficient manner.
    • Inheritance Tax Planning
    • Tax Strategies: Develop strategies to minimise inheritance tax liabilities, including lifetime gifts, business property relief, and agricultural property relief.
    • Gifts and Transfers: Advice on the tax implications of making gifts and transferring assets during your lifetime.
    • Lifetime Planning
    • Lasting Powers of Attorney (LPA): Prepare and register LPAs for Health and Welfare and Property and Financial Affairs to ensure your wishes are respected if you become unable to make decisions.
    • Living Wills: Create advance decisions to outline your preferences for medical treatment in specific situations.
    • Trust Administration
    • Ongoing Management: Provide ongoing trust administration services, including asset management, record-keeping, and tax reporting.
    • Trustee Advice: Advise trustees on their duties and responsibilities to ensure compliance with legal obligations.
    • Business Succession Planning
    • Family Business: Develop succession plans for family-owned businesses to ensure a smooth transition and continuity.
    • Partnership Agreements: Draft partnership agreements and shareholder agreements to outline the terms of business ownership and succession.
    • Foreign Assets
    • International Estate Planning: Advice on the complexities of managing and distributing foreign assets, ensuring compliance with international laws and regulations.
    • Charitable Giving
    • Philanthropy: Help you structure charitable donations and establish charitable trusts to support causes that are important to you.
    • Dispute Resolution
    • Estate Disputes: Provide mediation and legal representation to resolve disputes that may arise during the administration of trusts and estates.
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Solicitor

Why Choose Us?

  • Client-Centric Service: We take the time to understand your unique needs and provide tailored solutions.
  • Clear Communication: We ensure you understand your options and the implications of your decisions.
  • Expertise and Experience: Our team has extensive experience in trusts and estate planning, offering you the best possible advice.
  • Compassionate Support: We provide compassionate and empathetic support, recognising the sensitive nature of estate planning.

We offer transparent pricing with a clear estimate of costs provided at the outset. Our fees are competitive, and we offer flexible payment options to suit your needs.

For further information or to arrange a consultation with one of our trusts and estate planning specialists, please contact our dedicated team on 01707 664 888. At Wason Male & Wagland LLP Solicitors, we are here to help you plan for the future with confidence and peace of mind.

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  • Cliff

    Profound Thanks

    Tracy, I really want to express my profound thanks and admiration for the way you have handled the administration of my father estate and the challenges represented during this process. It has been a long journey and I don’t believe I would be where I am, not emotionally or financially, without your steadfast determination to see this done properly. Your integrity and patience has possibly been the only thing preventing the situation descending into despair or farce.

    I feel you went over and above what anyone would reasonably expect in order to see this through and can’t recommend you highly enough.

    Both my wife and I will forever be grateful to you for your support during these most challenging times.

  • David Bennett

    Outstanding & Considerate

    Emma who I dealt with was outstanding, very considerate towards my elderly dad and she could have been be more patient and kind spending the time to explain everything so that he fully understood. The charge was in my view extremely competitive I now live in the East Midlands and paid considerably more for my own will so I was more than pleasantly surprised at the costs. I would recommend Emma without hesitation

  • Paula Evans

    Extremely Patient and Supportive

    My divorce was handled by Mark Jones and he was a huge support to me throughout the entire process. From the very first meeting, Mark always managed my expectations, and was very clear in his communication and thoughts. His guidance and support at every stage of the process was incredible; he was always responsive to calls and emails and made sure I was comfortable with every decision made. He was also very honest with me and always told me "worst case scenario", which helped me understand what I could expect. Mark was extremely patient and supportive of me, and I always knew I was getting the full picture when he shared information with me. His guidance and support gave me the courage to see things through to a successful resolution for me. I would not hesitate to recommend Mark to others going through this process.

  • Sunny

    Would use again!

    Just a quick thank you to the team, such an excellent firm, appreciate the comms and transparency. At no point did we feel left in the lurch and fully supported through the process. A special thanks to Madhvi for looking after us, appreciate her vigilant approach to our sale and the advice given following searches. A good firm. Would use again!

  • Roma Varaitch

    An absolute pleasure

    Working with Navinder as our solicitor was an absolute pleasure. From start to finish, he demonstrated the utmost professionalism and expertise, making the process of purchasing our first property smooth and stress-free.

    Navinder's attention to detail and prompt responses to our queries were truly commendable. He took the time to thoroughly explain every aspect of the legal process, ensuring that we felt confident and well-informed at every step.

    His dedication to our case was evident and we always felt like a priority. Navinder's guidance and support were invaluable and we are incredibly grateful for his assistance in securing our home.

    We wholeheartedly recommend Navinder. His exceptional skills and commitment to his clients make him an outstanding solicitor and we look forward to working with him in the future.

  • Sara Benbow

    I highly recommend

    Shout out to Seth Tenkarang who recently managed the process of selling my leasehold property. The key is communication and he displayed this throughout which created a trusting relationship Seth was very responsive and replied and dealt with all questions and queries the same day. Very knowledgable and professional and ensured everything ran smoothly.

    I highly recommend Wason Male & Wagland solicitors especially Seth & Navinder Singh who were excellent

  • James Wright

    Fantastic Service

    FANTASTIC service from Navinder, Madhvi & the team at Wason, Male & Wagland. I cant fault them. Always responsive and quick to assist wherever they could in my transaction. Lots of chasing of other solicitors was required which they were always happy to assist with. Would highly recommend.

  • Kartar Ryatt

    A highly recommended service!

    Lisa Murphy handled the probate for my late father's estate during 2020. She handled our case with professionalism, care, clarity and genuine empathy. She was responsive, available on the phone when needed, flexible and pragmatic during the challenge of Covid19 and lockdown. She was a pleasure to deal with, a highly recommended service! Thank you!

  • Dee Cutmore

    First class service

    Lisa Murphy handled probate for my late mother’s estate during a very difficult year of covid 19 and while working from home. Despite these challenging times Lisa gave a first class service, she was a friendly voice always responsive and clear communicator who took the time to explain every process clearly to us. An absolute pleasure to deal with! Thank you so much

  • Cathryn Henry

    Couldn’t have been happier

    I moved to WM&W after a terrible experience with another firm who were stealth charging. I was on a tight budget and so reached out to WM&W as I had a great experience with one of the partners on a work related issue previously and I found her honourable. She put me in touch with Mark Jones and I couldn't have been happier. He supported me to take the lead where I could in order to stay close to my budget and always told me beforehand what he expected the advice/work he completed to cost. When I did get advice it was comprehensive and helpful. I cannot recommend Mark and WM&W more highly.

What Our Clients Say

At Wason Male & Wagland LLP, we've satisfied several clients and given them peace of mind through legal matters. See what they have to say.

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