Wills and Probate and Inheritance Tax Planning

Do you have children?

Do you have a Partner?

Do you own Property?

If so it is vital that you make a will.   If you die without having made a will, there is no guarantee that the members of your family whom you wish to benefit from your estate, will do so. For further information on what you should include in a Will please click here.

Why leave it to chance and create emotional difficulties for your loved ones.  We will be pleased to draft a straightforward single Will please contact our offices to arrange a fixed fee.   We also offer a Wills On Line Service for a reduced rate.

At Clarkson Hirst we can offer advice on trust and arrangements to protect your property from the rigours of nursing home fees and inheritance tax.  For clear and practical advice please contact our Partner, Kerry Davies.

We also offer an Inheritance Tax planning advice service.  Inheritance Tax is the tax on your estate when you die.  Presently, if you die leaving assets worth in excess of £310,000.00 (applicable 2008/09) then subject to certain exemptions you would have to pay Inheritance Tax at the rate of 40% on the excess.  It is possible to plan you affairs to mitigate the Inheritance Tax bill or avoid it all together.  You could save up to £120,000.00.  We offer a range of options including discretionary trust arrangement or a special power of appointment to facilitate variation of a Will to save inheritance tax.

With regard to the cost our usual fee for a Tax Planning Will is £500 +VAT and this will include preparing the severance of joint tenancy.

Email mw@clarksonhirst.com

Click here for Wills On-line

We have offices at:

73 Church Street, Lancaster, LA1 1ET  - Telephone 01524 39760

35a Stricklandgate, Kendal, Cumbria LA9 4LT - Telephone 01539 736916

101 Duke Street, Barrow-In-Furness, Cumbria LA14 1RH  - Telephone 01229 820600

We can see you at any office to suit your requirements.

Offices at: Lancaster, Kendal & Barrow-in-Furness

Telephone:  0800 919 231