Our services
Wills
A Will is one of the most important documents you will ever sign. It allows you to control who will inherit your assets on death, appoint guardians for minor children, protect vulnerable beneficiaries, create trusts to save inheritance tax and protect assets for future generations. At Edmondson Jones we provide a bespoke service tailored to our clients’ individual requirements. Whether you require a simple Will to deal with your UK assets, or a more complex Will incorporating tax planning trust structures or tailored to your non-domiciled status, we can prepare a Will to meet your individual needs and circumstances.
Trusts
We have built significant expertise in providing trust advice over several years and advise on all aspects of trust law. This includes advising settlors, trustees and beneficiaries in relation to the governance and administration of trusts, as well as creating bespoke trusts structures to mitigate inheritance tax, protect assets and ensure effective succession planning for future generations. This expertise also extends to the creation of tax efficient property trusts specifically tailored to property investors and owners of second homes.
Wealth & Inheritance Tax Planning
Edmondson Jones understand the importance of protecting family wealth for future generations and providing for your loved ones in the years to come. We have extensive experience in creating bespoke estate plans for families, business owners and UK and non-UK domiciled individuals. This includes creating trust structures during your lifetime or as part of your Will and advising on lifetime gifting and tax planning strategies.
Charity & Philanthropy
For those making charitable donations or wishing to set up charities and non-profit organisations operating in the UK or overseas, we can provide advice on the creation, governance and administration of charitable companies, charitable trusts, foundations, CIOs and social enterprises. This can be as part of your estate planning, or as a stand-alone philanthropic project.
Lasting Powers of Attorney
It is essential to have a Lasting Power of Attorney (LPA) in place to allow your finances to be dealt with and decisions made in relation to your care in the event you were to lose mental capacity. An LPA allows you to appoint someone you trust, such as a friend or loved one, to act as your attorney and deal with your property and finances, as well as make decisions in relation to your health and welfare (in particular, in relation to whether you wish to receive life sustaining treatment). Making an LPA can also avoid a potentially costly and time-consuming application to the Court of Protection. We can assist you in the preparation of both types of LPA and act as your certificate provider if required.
Probate
When someone dies, dealing with the administration of that person’s estate can be a lengthy, time consuming and complicated process. We understand this can be at a very difficult time and can guide you through the process, allowing you to decide how much or how little of the administration you wish to undertake yourself. We can advise you on whether a Grant of Probate or Letters of Administration is required, how to apply and how to complete Inheritance Tax forms.
We are able to assist with Personal Representatives Accounts, the distribution of the estate and ensure Personal Representatives’ duties and obligations are fulfilled. In conjunction with our other Inheritance Tax planning advice we are able to help you with Deeds of Variation of Wills to maximise potential Inheritance Tax savings. We also advise on the administration of estates with international assets and dimensions, which can involve dealing with conflicts of law principles, cross border succession laws and double taxation issues and, if required, working with local advisors.
