Probate Solicitors Taunton

With family structures becoming increasingly complex, you may need to take expert legal advice on wills, asset protection and succession planning. Our team of experienced probate solicitors in Taunton are here to find the right solution for you and your family, both now and in the future.

Our experience

Our highly experienced team of probate solicitors in Taunton have been providing specialist advice and guidance to families for decades.

Our lawyers are members of the Society of Trust and Estate Practitioners (STEP), and we also have lawyers who are members of the Probate Section of the Law Society and Solicitors for the Elderly. On top of that, some members of the department are ‘Dementia Friends’.

Together, our team of probate solicitors in Taunton have the legal and taxation knowledge to provide a full range of services, including will writing, estate administration, lasting powers of attorney and deeds of variation. And if a dispute arises, we can call on support from our specialist contentious probate department.

Planning for future generations

We can support you in overseeing a smooth transfer of wealth from one generation to the next. Our team offer innovative solutions to estate planning that are tailored to your needs and fully tax efficient.

Protecting your children’s inheritance

People often overlook the limitations of a simple will, so we are increasingly advising parents on how to protect your children’s inheritance. They fail to appreciate that re-marriage, the Inheritance Act, the intestacy rules and other legal provisions can alter your testamentary plans. Our team of experts can work with you to ensure that the next generation’s inheritance is protected.

Practical, cost effective advice

Our team of probate solicitors in Taunton offer straight-talking, jargon-free, cost-effective guidance that combines a practical approach to the law with sensitivity and care.

We’re also open and transparent in relation to the fees that we charge. Details of the pricing structure of our probate services can be found here. Please just get in touch via email, or give us a call for a detailed, written estimate of fees in relation to any of our services.

Areas of Specialism:

Wills and Tax Planning

Preparing for your death is never easy, but we believe that we owe it to our loved ones to put our affairs in order, which allows us to make financial provision for the family, friends and causes we really care about. It can also protect vulnerable beneficiaries, preserve assets from being exhausted by Care Home fees and, with the right planning, it can reduce the impact of Inheritance Tax. It also allows means that you can protect your children’s inheritance from the consequences of re-marriage.

Administration of Estates

Our probate solicitors in Taunton offer a full range of estate administration services including: obtaining a Grant of Representation, dealing with the deceased’s tax affairs (Inheritance Tax, Income Tax and Capital Gains Tax) releasing the assets, settling debts and distributing the estate. Our team can also support you through the tax saving process, for example by varying the Will. If the estate includes a farm or business which needs to be sold or wound up, we can work alongside our agricultural and commercial law teams to ensure that the transaction proceeds as smoothly and swiftly as possible.

Lasting Powers of Attorney

When it comes to the creation and registration of Lasting Power of Attorney (LPA), we have all the knowledge and experience to support you. An LPA is a legal document which delegates the power to manage your financial affairs to an “attorney” if you lose the capacity to manage your own affairs. Having an LPA not only makes financial sense, but offers that peace of mind.

Elderly Care & The Court of Protection

We have plenty of experience in dealing with the Court of Protection; whether it’s the registration of a Lasting Power of Attorney, or making an application for Deputyship. The combination of our caring approach and specialist expertise in the provision of legal services for the elderly offers you that peace of mind.

Disputed Estates

Inheritance disputes are becoming more frequent, and we can offer advice and support on the best steps to take to avoid a dispute. Our specialist contentious probate department can also deal with any claim under the Inheritance Act, or a challenge to the validity of a will.