Planning for the future is often a daunting prospect. But ensuring that a valid will is in place can not only provide you with peace of mind, it can help remove the burdens of additional stress and costs for your family and other beneficiaries, should the unexpected happen.
At Keystone, our lawyers have the expertise to present you with all the options to consider when it comes to making a will or managing probate. Advice on how best to settle affairs appropriately is delivered in a timely, practical and sensitive fashion. We advise individuals who wish to make a will, as well as the executors of a deceased's estate whilst identifying any particular tax or asset-related issues.
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When it comes to offering contentious trusts and probate advice, the Keystone team recognises that early stage involvement and quality advice can provide the keys to conflict avoidance. Wherever possible, our solicitors will utilise alternative dispute resolution (ADR) methods including negotiation and mediation. Should court proceedings be absolutely necessary, we ensure that they are conducted professionally and as cost-effectively as possible.
The appointment of a Lasting Power of Attorney (LPA) is not always possible. In these circumstances, we work closely with the family to apply for the appointment of a Deputy to the Office of Public Guardian (OPG). These can be testing times for all involved and our experts deal with each individual case sensitively. We are also experienced in applying for various specific orders, and can advise clients on concerns that they may have, relating to the conduct of an LPA or Deputy. Should the situation arise in which an application is made by a third party to the OPG or Court, our lawyers are on hand to guide clients every step of the way.
We often advise those with assets or liabilities across a number of jurisdictions on how to best minimise future difficulties that may arise. Many of our clients reside in one country whilst posessing substantial assets in another. We can advise on the English legal implications that occur from cross-border probate, wills and capacity issues. We also liaise with overseas advisers, HMRC, and the Probate Registry to resolve what can be complex legal and tax issues both their lifetime and after death.
Dealing with the loss of a loved one is extremely difficult, particularly when paired with the added responsibility of handling the deceased's estate. Our solicitors can advise on whether a Grant of Probate or Letter of Administration is required, in order for assets to be collected and distributed - as stated by the deceased or intestacy rules. The team can also offer sophisticated tax advice to executors, next of kin and other beneficiaries, ensuring that costs are minimised and the estate is distributed as efficiently as possible.
In certain circumstances, an inheritance may be disputed and our team regularly advises clients on both sides of the table. We assist those wishing to make an Inheritance Family Provision claim, in relation to the merits of the claim and subsequently how to pursue it effectively. We are also adept to successfully representing executors or beneficiaries in relation to a claim filed against them.
Death is a difficult subject to broach. However, it is an eventuality and adequate inheritance tax planning is vital to ensure that assets are left to elected beneficiaries, in accordance witht the wishes of the deceased. We regularly advise clients, in estate planning, in relation to the preparation of wills and trusts and do so in a tailored way that suits the needs of each individual.
Appointing a Lasting Power of Attorney (LPA) is an important life decision. Our team works closely with clients to ensure that they fully understand the extensive powers that are granted by an LPA. We can prepare and register Property and Financial Advice LPAs and Health and Welfare LPAs. Where an LPA is not possible or for various specific orders of the Court - for example for leave to make gifts, the team is skilled at dealing with applications to the Court of Protection for appointment of a Deputy. In addition, if you are concerned about the conduct of an attorney or deputy, or wish to contest an application to the OPG or the Court that someone else is making, the team is on hand to assist.
The preparation of a will can be simple or complex depending on the requirements of the client. We offer tailored advice to individuals wanting to prepare a will covering a single jurisdiction and to individuals with more complex arrangement needs which may cover issues such as domicile, estate planning and trusts. We are also experienced in liaising with overseas advisers where necessary to ensure that a will prepared in another jurisdiction fits seamlessly with one that has been prepared under English law.
Barry is a private individual lawyer with over 30 years’ experience. His practice focuses on advising high net worth individuals and their families how best to arrange their affairs to best protect and organise them for future generations.
Alex is a private client solicitor who specialises in advising private individuals in relation to all aspects of their personal affairs. Alex regularly advises on traditional UK tax planning, wills, trusts and estates. However, his particular expertise lies in advising high- and ultra-high-net-worth non-domiciled individuals and their advisors in relation to onshore and offshore tax planning, trusts, asset protection, wealth preservation, estate planning, and complex cross-border probate and estate administration.
Helen has extensive experience in advising on a wide range of Private Client work. Her practice predominantly focuses on lifetime tax planning, simple and tax planning wills, lasting powers of attorney, and probate and trusts, including personal injury, other lifetime trusts and will trusts.
Duccio represents a wide number of high-net worth individuals and families, as well as entrepreneurs and owner-managed/family businesses. A particular area of emphasis is advising clients operating in high-profile sectors (sports, entertainment, fashion), often in an international setting.
As an experienced Private Client solicitor, Nia advises individuals, personal representatives and trustees. She specializes in helping individuals who wish to provide for dependents with particular disabilities through wills and/or trusts.
Robert is an experienced lawyer who provides advice to individuals, families, trustees, executors and beneficiaries on issues relating to succession, trusts and UK personal tax.
Louise primarily acts for executors or administrators in the administration of estates where inheritance tax is potentially relevant. She has administered estates with foreign property and administered only the English estate where the deceased was domiciled abroad.
City-trained Louise is a consultant in Keystone’s Dispute Resolution team and advises on a range of contentious trust and probate matters including Inheritance Act claims and trust litigation.
John is a consultant in the Private Client team. He is an experienced tax and estate planning specialist, with particular expertise in inheritance tax and capital gains tax.
As a senior Private Client solicitor, Rose advises individuals, personal representatives and UK trustees. She also frequently acts for clients or legal firms from other jurisdictions advising on UK aspects of estate administration and succession planning.
Luke is a solicitor who assists the Private Individual team on a wide range of affairs including trusts, wills, lasting powers of attorney, charities, family offices, asset protection, estate planning and trust structuring.
Claire is an experienced Private Client solicitor who specialises in inheritance tax and estate planning, will drafting, and the administration of estates for UK and non-UK-domiciled high-net-worth individuals. She also has experience dealing with Lasting Powers of Attorney, trusts, and the charities sector.