Wills, Trusts & Wealth Management

A little careful planning can help to make sure your hard earned assets are protected for future generations.

We recognise that few people are comfortable talking about later life or post-death matters. Decisions about how care home fees should be met, who should inherit a property, or how shares should be passed on can be easily put aside. We can help you focus on the practicalities, ensuring that what is yours is dealt with efficiently so that the maximum value is retained and your wishes are carried out.

Making a will is the first step towards your estate (your possessions and debts) being properly dealt with.  Our solicitors do not just formalise wishes in a legal document, although a well-drafted will is crucial.  We also advise you on the best way of disposing of your assets. Inheritance Tax  plays an important part and, with the insight and support of our wealth management experts, we can help you minimise the liabilities taken on by future generations. We offer an online service for making straightforward Wills which means a visit to the office is unnecessary. For more information about this service visit our Wills page here.

We are also experienced in situations in which a client is unable (through mental incapacity for example) to make decisions about their health and welfare, finances and property.  We can help you to plan for the future by putting a suitable Lasting Power of Attorney in place which lets you appoint someone to make decisions on your behalf.  If a loved one is incapacitated and no Lasting Power of Attorney is in place, we can make an application to the Court of Protection to allow you to act as their deputy and make decisions on their behalf or even to have a Statutory Will drawn up for them.

Many of our solicitors are full or student members of:

  • The Society of Trust and Estate Practitioners (STEP)
  • Solicitors for the Elderly (SFE) and / or
  • The Private Client Section of the Law Society.
Greg Baker
Partner, Head of the Wills, Trusts and Probate Department
Peterborough
01733 295616
Probate and Estate Administration, Wills, Trusts & Wealth Management
Jo Wild
Associate Solicitor
Stamford
01780 750952
Probate and Estate Administration, Wills, Trusts & Wealth Management
Emma Carter
Solicitor
Peterborough
01733 295608
Probate and Estate Administration, Wills, Trusts & Wealth Management
Claire Clarke
Solicitor
Oakham
01572 725774
Probate and Estate Administration, Wills, Trusts & Wealth Management
Diane Baker
Probate Assistant
Peterborough
01733 295663
Probate and Estate Administration, Wills, Trusts & Wealth Management