Wills and Probate

A will is a relatively straightforward document stating how someone wishes there estate to be dealt with in the event of their death. While a will can be as simple or complex as the client decides, it is extremely important to have a valid will in place.

At Thomas Montgomery & Son Solicitors we advise on all areas of Wills and Probate. We also provide private clients, trusts and commercial bodies with taxation solutions designed for their particular needs and future requirements.

Thomas Montgomery & Son Solicitors provide Wills and Probate advice in the following areas:

  1. Drafting of Wills
  2. Estate Planning including Capital Tax advice
  3. Advice in formation of Family Partnerships
  4. Tax efficient transfer of business and family assets
  5. Creation of tax efficient trusts
  6. Administration of estates
  7. Administration of and winding up of Trusts including advising beneficiaries or potential beneficiaries of rights and entitlements in relation to same
  8. All contentious Trust and Probate matters
  9. Set up and administration of charities and not for profit organisations and obtaining tax exempt status
  10. Powers of Attorney including Wards of Court and enduring Powers of Attorney (see Elderly and Vulnerable Care).