Winn Solicitors: Estate Planning Solicitors

When considering your financial future and what happens after you’ve gone, utilising the expertise of an estate planning solicitor can prove hugely beneficial.

With a specialist department handling all estate planning matters, Winn Solicitors has a dedicated team on hand to support you with your unique circumstances.

Diligent and experienced, our estate planning solicitors are ready to help you in these important matters that help provide peace of mind to you and those loved ones around you ahead of when the time comes.

Meet our team

Led by experienced Wills, Probate, and Trusts solicitor Rebecca Harbron Gray, the team at Winns excels at delivering the wishes of clients surrounding estate planning, thus providing reassurance that important matters are taken care of after you’ve gone.

Rebecca has extensive experience spanning over 15 years in the profession. She holds qualifications from Solicitors for the Elderley, STEP and STEP Cross Border Estates, and leads her team with a guiding hand thanks to her extensive time spent in the sector and knowledge of the relevant legalities and procedures.

Ably supported by Josef, Simoon, Alex, and Georgia, the team is ready to help you now. Call the estate planning solicitors: call Winn Solicitors.

Call Winns

As estate planning solicitors, what can the team help with?

The Wills, Probate, and Trusts team can support you with a range of estate planning queries and tasks.

Ranging from matters around Wills and Will creation, to Trusts, inheritance tax planning, wealth management, succession planning, powers of attorney, and planning for care home fees, our team is ready to provide the legal support and knowledge to help you achieve your aims in these sectors with diligence and compassion.

Winns has a team of Probate solicitors in Newcastle that can work on a nationwide scale. Why not give them a call and see if they can help.

 Alternatively, take a look at our Wills and Trust frequently asked questions to find answers to some of your queries.

 

I had been putting off writing my will for some time as I thought it would be time-consuming and difficult. After losing my husband unexpectedly at just 50, I knew I needed to make my will now. Rebecca made the process effortless. I wish I had done it ages ago. It’s very reasonably priced too! Thank you

Maxine

 

Why should someone care about Wills?

Having a valid Will in place is an invaluable part of any estate planning. Most importantly, it allows you to take care of your loved ones after you pass away. It ensures your chosen beneficiaries get what you wish them to have, and it helps to alleviate concerns over any potential disagreements that may arise when beneficiaries clash over what they feel they are entitled to.

Unfortunately, this can be a theme after a death, with beneficiaries comparing how much they may receive and perhaps disagreeing on what others may receive from the estate. There’s also the unfortunate distress caused by beneficiaries disagreeing on who should benefit from an estate.

This may apply, although far from exclusively, to stepfamilies and families who may have lost touch over time. However, having a legally binding Will document in place well in advance mitigates this to a large extent giving those involved clarity of the future.

That means no potential surprises and no disagreements at a time when the focus should be on relying on those around you for support, as beneficiaries grieve for the loss of a loved one.

 

Rebecca from Wills and Probate was the ultimate professional: polite, considerate, and efficient when dealing with sensitive family issues.

Josie

 

When to use legal support for a Will?

Although a Will can be constructed by an individual without legal support, when the estate being considered is a complex one, with different elements to it, it is often best to seek the input and guidance of a legal professional.

When Wills are more complex, certain knowledge of tax law and inheritance tax rules could come into play. Ensuring no mistakes are made in Will creation is vital to maintaining the document’s validity, making the support of a legal professional a favourable option.

This professional will be able to offer the best route to protecting your assets from tax liabilities and ensure as much of your estate goes where you want it to go as is legally possible.

 

It is so reassuring to know that someone is so willing to help, and so speedily, when requested. Excellent, professional, [and] proactive service, greatly appreciated.

Mike

 

What happens after I instruct Winns to help?

The process is very straightforward. Once you instruct Winns to help, our team will set up a meeting to discuss your circumstances and wishes before asking relevant questions that will support next steps in the process.

Please note, we offer a range of meeting options to suit your wishes. We can either meet face to face in the office or conduct a video call if that is preferred. Alternatively, we can provide a home visit if your circumstances dictate (this may incur an additional charge depending on travel distances).

Once that information is gathered, our dedicated team will do all the legwork to ensure you don’t have to worry about the legalities of the process.

Call now 

 

FAQ

What are financial affairs?

The term financial affairs relates to any financial element that forms part of your estate. When considering financial affairs, you’re factoring in money in accounts, property owned, and any stocks or shares.

Unsure if you’ve included everything when conducting inheritance tax planning and your financial affairs? Call a legal professional, meaning you can rely on the expertise, knowledge and assistance of an experienced team that works in this sector of law on a day-to-day basis.

What does an estate planner do?

An estate planner will view your current financial situation and provide guidance, based on that context, as to what can be done in the future to best protect your assets.

Why do you need specialist estate planning solicitors on your side?

There are many tax implications when considering future financial planning of this nature, so an estate planner is an important part of any considerations and plans of action.

Please note that we do not offer independent financial advice and if any financial advice is needed you would need a separate independent financial adviser for this.

Specialist estate planning solicitors: Making sense of Wills and Trusts

Often, people won’t consider the practicalities, logistics, and procedures involved with Wills and Trusts, and associated matters. After all, Wills are notionally seen as a task for the future, when you get older, and Trusts are perhaps even less well known.

However, their importance in financial planning cannot be understated. Providing reassurance and certainty, and delivering upon your wishes, a Will brings all your assets together in one document and clearly, and legally, states where these assets are to be distributed after your death.

Trusts, on the other hand, are a way to manage assets for people. These can be used to control family assets or hold assets if someone is too young to handle their own affairs. Alternatively, if someone lacks the mental capacity – in legal terminology – then a Trust may prove a logical next step.

Both of these come with their own nuances so you may find it beneficial to discuss your circumstances with a legal professional, a specialist estate planning solicitor who can provide tailored advice based on your situation and estate.

Why leave it to chance when you can get the comfort and reassurance that comes with forward planning.

Give our team a call and start the discussion today.

Can solicitors advise on inheritance tax rules?

Put simply, yes, they can offer guidance on inheritance tax rules. Solicitors with experience in these matters possess the knowledge to provide useful advice, guidance, and support with regard to a plan of action to limit your liability to inheritance tax, which varies in size depending on the value of the estate.

Inheritance tax planning now can help further down the line so it may be beneficial to seek out specialist estate planning solicitors.

How much do solicitors charge to be executors of a Will?

Fees vary from company to company, so it is best to contact the team at Winns to discuss this aspect and explore how the process would unfold based on your unique circumstances.

The team is knowledgeable and diligent in its approach and will ensure your wishes are met. Get that peace of mind knowing those you love are taken care of after you die.