Wills, Trusts and Tax Planning

Chubb Bulleid understand that considering what will happen to your loved one and your personal assets after you have gone, is a rather sobering concept. However, at present only four out of ten people make Wills in this Country, despite the fact that the Intestacy Rules, (which apply when someone dies without having made a Will) can be incredibly unfair in certain circumstances.

It is important to make sure that your assets can pass to those that you love and are under the control of executors and trustees that you believe will carry out your wishes with the care and attention you would want. For those with young children the appointment of guardians for them and the control of assets on their behalf is a matter that requires serious consideration.

The current Inheritance threshold is a fairly modest £325,000.00, but with careful planning the hefty 40% “death tax” can often be avoided or, at least, mitigated and planned for.

For all Will clients we offer an initial free half hour consultation without obligation.  We undertake to complete Wills promptly and are happy to make home visits where required.    

In the area of tax planning, please see our Taxation page for further information.

We are able to provide an efficient service from our very experienced professional team. Our service includes:

  • Preparing and drafting wills
  • Varying wills after death
  • Producing codicils
  • Acting as executors when desired
  • Measures to mitigate Inheritance Tax



Our Team

Richard Cussell
Solicitor Director
01749 836108
Caroline Jones
Solicitor Director
01458 844105
Sandra Moores
Private Client Manager
01749 836133