Wills and Estate Planning

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Wills and Estate Planning

I have worked in Private Client law for over 25 years and have spent much of that time drafting Wills accurately so as to ensure that the needs of clients and their beneficiaries are fully met.

Some of the areas I can help you with are as follows:

Making Wills

I have drafted thousands of Wills during my career, many involving complex family and business related situations. Read more >

Inheritance Tax ("IHT") Planning

Many clients I act for require careful planning to take advantage of exemptions, allowances and reliefs. Read more >

Asset Protection re Care fees

I have drafted many arrangemenmts for clients looking to minimise the possible impact of care fees on their estates and to maximise the benefit their family will take in due course. Read more >

Asset Protection re Divorce claims on beneficiaries

It is not at all uncommon for cleints to be concerned about the impact of a psosible divorce in the family (ie, perhaps a child who is going through matrimonial difficulties) and how an intended share of an estate can be protected for them. Read more >

Severance of Joint Tenancy/Property Transfers

For various reasons, it may be necessary to look at how properties are owned between co-owners to prevent unintended consequences on death. Also, sometimes property transfers between parties may need to be considered. Read more >

Vulnerable beneficiaries

Occassionally, how a beneficiary would manage in practice with an inheritance needs to be considered, and whether it may be better to perhaps redirect assets elsewhere on their behalf as an improved option. Read more >

Clive Burrell, Private Client Solicitor, Essex

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