Wills

Making proper provision for family and friends after your death requires careful consideration and advice. We have an experienced team specialising in advising and drafting wills tailored to your particular circumstances and requirements. Our advice is easy to understand and practical, so that your wishes for disposal of your property and effects will be properly administered.

Inheritance Tax

We are able to advise on mitigation of inheritance tax by writing a tax efficient will, while still giving effect to your wishes.

Nil Rate Tax Free Band

We can explain the current application of Inheritance tax.

Challenges to Wills and Family Provision

Kitson & Trotman Legal Advice for Life since 1756

Very occasionally a dispute arises after someone has died. Beneficiaries or potential beneficiaries can challenge wills that may have been made where the testator lacked proper mental capacity or may have been subject to duress or undue influence. Similarly, beneficiaries adversely affected by the actions of personal representatives of estates in which they have an interest have an avenue for their concerns to be investigated and, where appropriate, a remedy in law.

On occasion a will, or the rules that apply on intestacy - where there is no valid will - can fail to provide reasonable financial provision for a spouse, former spouse, family member or partner. The law permits a claim to be made against the deceased's estate to redress the injustice this causes.

Early, detailed advice is vital in this complex area. David Clegg, Solicitor, advises upon this area of law. See disputes.

Free Will Schemes

We participate in the Cancer Research Free Wills Scheme (for those aged over 55).

 

 
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Tracy Scammell
Tracy Scammell
Partner
t: 01308 862313 / 01297 442580
Wills, Probate, Trusts, Elderly & Incapacity, Tax Planning, Equine
Rachel Oaten
Rachel Oaten
t: 01308 427436
Wills, Probate, Trusts, Elderly and Incapacity, Tax Planning, Powers of Attorney and Court of Protection
 
The Champions
Beaminster, Dorset DT8 3AN
Mon-Thurs 9am - 5:30pm / Fri 9am - 5pm
t: 01308 862313
f: 01308 862033
e: beaminster@ktlaw.co.uk
9 Chancery Lane
Bridport, Dorset DT6 3PX
Mon-Thurs 9am - 5:30pm / Fri 9am - 5pm
t: 01308 427436
f: 01308 420335
e: bridport@ktlaw.co.uk
57/58 Broad Street
Lyme Regis, Dorset DT7 3QF
Mon-Thurs 9am - 5:30pm / Fri 9am - 5pm
t: 01297 442580
f: 01297 442163
e: lymeregis@ktlaw.co.uk
5 St Albans Chambers
St Alban Street, Weymouth, Dorset DT4 8PY
Mon-Thurs 9am - 5:30pm / Fri 9am - 5pm
t: 01305 341400
f: 01305 767644
e: s.jones@ktlaw.co.uk / jjudkins@ktlaw.co.uk
 

Authorised and regulated by the Solicitors Regulation Authority (SRA number 54238)
Kitson & Trotman Est. 1756