Wills, Trusts & Tax Planning

William Scholes Law Firm > Wills, Trusts & Tax Planning

William-Scholeslawfirm we advise on all aspects of Wills, Trusts and Tax Planning including the often complex tax rules around trusts, estates and inheritance.

We have one of the leading and largest teams in Newcastle and the North East of England providing advice on all aspects of Wills, Trusts and Tax Planning, Probate & Estate Administration and Mental Capacity & Court of Protection issues.

Our clients include private individuals, trustees, entrepreneurs, businessmen, professionals, landowners, farmers, charities, high net worth individuals and foreign nationals. All of our Private Client lawyers are professionally qualified and experienced in dealing with the technical and sensitive issues involved in these areas of the law.

Independently researched legal guide, Chambers & Partners praises our team for being ‘solid, pragmatic and dependable’. 

Our Wills, Trusts and Tax Planning advice includes:

  • Wills & Wills registration
  • Trusts
  • Inheritance Tax
  • Transferable Nil-Rate Band between Spouses & Civil Partners
  • Business Property Relief & Agricultural Property Relief
  • Estate & Succession Planning
  • Long Term Wealth & Succession Planning for Business Owners
  • Agricultural Law
  • Claims relating to Trusts, Wills & Estates
  • Advising the Elderly
  • Living Wills
  • Estates with Foreign Assets & Domicile
  • Personal Injury & Compensation Trusts

We provide expert advice on succession planning and inheritance tax issues to our clients involved in agricultural land and farming or related rural activities.

Six of our Private Client team are members of the Society of Trust and Estate Practitioners (STEP). STEP members help families plan their long term financial future, facilitating good stewardship and financial planning across future generations. STEP members also help families comply with the often complex tax rules surrounding trusts, estates and inheritance.

Alice Clewes, Partner in our Private Client team, is also dual qualified as a chartered tax adviser.