Wills, probate, tax and trusts

Blake Morgan's Wills, Probate, Tax and Trusts specialists provide advice on all aspects of wealth protection and inheritance planning for individuals and their families. 

Main areas of practice 

We offer a tailored, high quality service that ensures our clients interests are managed and protected in line with their wishes for their lifetime and for the benefit of future generations.

We provide advice on:

  • Drafting and updating Wills - our lawyers will explain all the possible options, including many you may not have thought of, to not only take into account your current circumstances, but how you can ensure your beneficiaries are well cared for and that your estate is protected should something unexpected happen.
  • Probate and administration of estates - we are often appointed as professional executors and trustees; alternatively we provide probate advice and support for lay executors or administrators to make the process of obtaining the Grant of Representation and administering the estate as straightforward as possible.
  • Mental capacity issues and Court of Protection - there are occasions when individuals are unable to make decisions for themselves due to a mental health condition, a severe learning difficulty or a sudden accident - we can help to ensure that your affairs, and those of your family or loved ones, are properly taken care of at a time when you, or they, are at their most vulnerable. This could involve powers of attorney, deputyship applications, or setting up personal injury trusts.
  • Tax and trusts - we advise on more general tax and trusts planning as part of a wider wealth protection strategy - UK and/or offshore tax advice or assistance with the creation, management or termination of trusts. We are also able to provide general advice to you if you are a trustee.
  • Wills and Inheritance Disputes Blake Morgan's experienced team of Wills and disputes specialists have the expertise to represent you through what can be a complicated and stressful process, and we always handle matters in a tactful, efficient and cost effective manner.

Clients 

Our Wills, Probate, Tax and Trusts teams provide specialist advice to private individuals and their families, executors and trustees from a wide range of backgrounds and cultures.

We have particular expertise in advising owner managers and clients in the rural sector, including farmers and landed estates, on the complex legal issues arising out of the relationship between their personal and business interests. We are also well placed to offer advice to individuals who face inheritance or tax planning issues arising out of international interests, such as domicile or the ownership of assets overseas.

Significant experience 

Examples of how our team have helped clients include:

  • Providing tax planning advice to clients on the creation and implementation of two multi-million pound discretionary trusts, which resulted from the sale of clients' business.
  • Advising a client on the capital gains and inheritance tax implications of partitioning a family farm and advising on the assets going into trust.
  • Providing wealth protection advice to high value lottery winners, advising on tax planning, drafting Wills and putting in place lasting powers of attorney in respect of both property and financial affairs and health and welfare.
  • Appointing partners of the firm to act as attorneys under a lasting power of attorney where our client had no family members willing to act in this capacity.
  • Following a successful compensation claim for a client, who suffers from cerebral palsy as a result of clinical negligence at birth, we made an application to the Court of Protection to appoint a deputy and to make a Statutory Will on his behalf; we invested funds for the client and continue to liaise closely with his parents on the general management of his affairs
  • Acting in the administration of a complex estate where held both English and Australian Wills were held and where assets included time shares in Scotland, royalty income and substantial shareholdings, as well as those assets held in Australia.
  • Advising the executors and trustees in an estate where the deceased was survived by a spouse, but she was not the main beneficiary of this substantial estate, which included assets located in UK, Jersey, Guernsey, Isle of Man and USA. The Will left the estate to various discretionary and life interest trusts.
  • Acting for the trustees of two family settlements established by the widow of a renowned artist and sculptor with a large number of her husband's original works and also works from the widow's collection of works by other notable artists and sculptors.
  • Advising on heritage property taxation matters and negotiation of art loans to museums and galleries in the UK and abroad.
  • Advising on a the practical problems arising out of application of the Equitable Doctrine of Mutual Wills. We were asked to advise on the effect of mutual Wills clause, following the death of one of the contracting parties. We negotiated on behalf of the deceased’s children from an earlier marriage, with the solicitor acting for the widow who also drafted the Will and successfully agreed a settlement.

Related expertise

Main contacts

Related Knowledge & Resources

New Report warns of looming incapacity crisis in Wales

Press Release

A new report from SFE and independent think tank, Centre for Future Studies, reveals the UK is leaving medical and care preferences to chance with a staggering 75% of people in Wales not having discussed end of life medical and care wishes.

New report warns of looming incapacity crisis

Press Release

A new report from SFE (Solicitors for the Elderly) and independent think tank, Centre for Future Studies, reveals the UK is leaving medical and care preferences to chance.

Inheritance Tax Review Call for Evidence

News

The independent Office of Tax Simplification (OTS) has published a call for evidence to gather information about people’s experience and perceptions of Inheritance Tax.

Residential care capital limit increases in Wales

The Welsh Government has advised that people in residential care in Wales, will see their capital limit increase from £30,000 to £40,000.

Pets and your Will - 'Prepare for their care'

We are a nation of pet lovers, in fact over 45 percent of us own a pet [i]. However what many do not consider is what will happen to their pet after they die. There are a number of options.

Unravelling capacity

The term capacity is used so frequently and is often misunderstood. Legal and medical professionals are likely to have a different understanding of this powerful word, which ultimately determines whether someone may or may not be able to do a certain act.

Termination Payments: The end

On 10 August the Government published its response to a consultation on the taxation of termination payments. Lisa Wallis and Ruth Christy consider the Government's plans in more detail and their implications.

Could helping my child to buy a home financially benefit us both?

As property prices continue to soar across the UK, the dream of owning a home appears to be slipping away from a vast number of under 35’s. Unsurprisingly, the 'Bank of Mum and Dad' seems a very attractive option.

Taking responsibility...helping lives

Rebecca Davies was just a few months old when she was involved in an horrific car accident that changed her life forever.

Probate and Estate Administration

We recently acted in the estate of a sophisticated investor who died without a Will.

Estate Administration

This case was referred to us following a successful claim on an intestate estate to the Treasury Solicitor.