0370 1500 100

Wills, Trusts & Estates Solicitors

Our expert wills, trusts and estates solicitors can help you structure your estate in the best way to protect your wealth for the future, provide for your loved ones, and minimise tax.

We have the expertise to help you with:

  • Wills – drafting your Will to make sure your loved ones get the full benefit of their inheritance
  • Estate planning – reviewing the structure of your assets in your estate to make sure it doesn’t attract unnecessary tax and serves your purposes
  • Trusts – setting up and administering trusts to ensure your assets are protected and your family are looked after
  • Business succession planning – helping you to hand over control of your business interests
  • Powers of Attorney – preparing Lasting Power of Attorneys to appoint someone to take care of your decisions if you lose capacity in the future
  • Managing financial affairs of elderly or vulnerable clients – we can act on your behalf if you can't manage your affairs yourself or on behalf of a family member.

Our partner-led team is one of the strongest multi-disciplinary teams in the country, covering the breadth of wills, probate, tax and trust work. We have considerable experience with high value estates and international wealth and understand the unique challenges this can present.

We can help you protect your assets against future life changes such as divorce, manage your wealth and succession planning across multiple countries, and make sure your estate is structured as tax-efficiently as possible.

With chartered tax advisors and financial planners as well as solicitors, we have the capacity to deal with everything in-house. Because we administer wills and trusts as well as draft them, we combine practical knowledge with legal expertise to make planning for your future as efficient as possible.

Call today on 0370 1500 100 – or use our online form and we’ll call you back.

Handle all aspects of wills, trust and estate planning in UK and abroad
Extensive experience with high value estates and high net worth clients
Offices in 15 locations across the country
Work with Will, Trust & Estate Disputes team to plan for any issues

For general enquiries

0370 1500 100

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  • Vicky Day
  • Senior Associate Solicitor
Meet the team
Wills, Trusts & Estate Planning - More Information
    • How Can You Help Me As A High Net Worth Client?
    • While being a high net worth individual can bring greater financial security, it also means there’s often more to think about in order to plan effectively.

      We can help you navigate the issues you might face, such as:

      • The complexity of UK tax laws – especially if you also have international assets to think about
      • Assets held in many different structures (i.e. trusts, businesses, rental property, investment companies)
      • Asset protection – from creditors or life events such as divorce
      • Protection of privacy – especially important for clients with a high profile in the media
      • Succession planning for businesses and family governance

      Our solicitors and tax experts are able to provide the bespoke advice you need to protect your wealth for the future. We frequently work with high net worth and ultra high net worth clients and pride ourselves not only on our expertise but also our discretion.

    • How Can You Help me As An International Client?
    • If you have an international estate or members of your family live in different countries, this can add more complexity to the estate planning process.

      We can help you with issues such as:

      • Changing your tax domicile or residence
      • Minimising tax on your estate
      • Moving wealth between countries
      • Keeping assets under family control
      • Providing income for family members around the world
      • Succession planning in multiple jurisdictions

      There can be different cultural elements for wealth held in foreign jurisdictions – for example, forced heirship and Sharia law. This may affect how you own your assets and how you can pass them on to the next generation.

      Our team works with clients around the world to help them structure their global assets and has the detailed knowledge you need to manage your wealth efficiently. Visit our International Estate Planning page for more information.

    • How Can You Help Me Plan For Business Succession?
    • If you’ve built up your own business, how to pass on that business adds an extra dimension to estate planning.

      We can help you:

      • Decide who to appoint as your successor(s)
      • Maintain some control of the running of the business after you’ve stepped down
      • Provide for other members of your family who aren’t going to inherit the business (this is often a particular concern for those with farms and rural estates)
      • Make sure any inheritance tax or capital gains tax due on your estate does not prevent the business or farm from running

      Our team regularly works with business owners and those with rural estates. We can advise you on the best way to structure your estate to give you peace of mind for the future.

    • Meet The Team
    • Our partner-led team comprises experts in probate, wealth structuring and tax. In addition to our wills trusts and estates work we also have separate teams for trust and tax compliance, which means we can offer everything you need in-house.

      Our team comprises not just solicitors, but also tax advisors, legal executives and chartered accountants, meaning we have the expertise to deal with every aspect of your estate planning. We’re also members of many professional bodies in this area, such as STEP (Society of Trust and Estate Practitioners), CIOT (Chartered Institute of Taxation), and CILEX (Chartered Institute of Legal Executives).

      We have considerable experience in complex estates and frequently work with international and high net worth clients. Whatever your needs, we have the expertise to help you plan effectively.

      Meet the team

Irwin Mitchell are a very professional, trustworthy and straightforward company to deal with. I would recommend them to anyone."

Frank Clayton, client

Frequently Asked Questions

What Is Estate Planning?

Estate planning is essential to make sure your wealth is structured as efficiently as possible.

We can help you:

  • Avoid paying unnecessary amounts of tax on your collective assets, or leaving your loved ones with a large tax bill after your death
  • Protect assets from divorce or financial difficulties
  • Make sure you have enough money once you stop working
  • Choose the right person to administer your estate
  • Appoint trustees to manage a trust you’ve set up for your children or other dependants – we can also act as trustees

Our solicitors and tax specialists will work with you to make sure your estate is structured in the best way to provide for your loved ones and give you peace of mind for the future.

Find out more on our Estate Planning page.

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What Is Probate?

The term probate refers to the process of administering a person’s estate after their death. This includes:

  • Valuing the estate
  • Collecting in the value of all their assets and possessions (this could involve selling property)
  • Paying any outstanding debts or taxes due on the estate
  • Distributing inheritance to the people named in their Will (known as ‘beneficiaries’)

Probate ends once all the accounts are settled and the inheritance has been distributed.

The person who administers the estate is called the ‘executor’. Being an executor can be time-consuming and stressful, especially when an estate is large or complex. It’s important to choose someone you trust and know can handle the responsibility.

Many people prefer to appoint a professional, such as a solicitor, to be their executor – this ensures probate will be dealt with efficiently, by someone who has the necessary expertise. Irwin Mitchell is frequently appointed as executor and has administered thousands of estates for clients.

To find out more about this service, head to our Wills Assured page.

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Why Choose Irwin Mitchell?

We have extensive experience in the field of wills and estate planning with one of the strongest multi-disciplinary teams in the country. We cover a unique breadth of legal, tax and trust work, and have the expertise to deal with everything in-house.

We’re also committed to keeping up to date with the latest technical developments and opportunities for clients. Many of our partners and associates contribute to professional bodies such as STEP and CIOT, and are helping shape the legal and tax landscape.

We also act as executors and trustees for many of our clients. This means we can bring our detailed knowledge of administering trusts and estates to the fore when planning your wealth structuring needs with you.

If you choose Irwin Mitchell you can be sure of getting an expert service tailored to your needs. We’re dedicated to our clients, and frequently receive five star ratings on Trustpilot. We’re also recommended by the leading legal guides, such as Chambers & Partners, and the Legal 500.

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Awards and Accreditations

We're always proud to be recognised for the work we do for our clients and have been named as a leading firm in the latest legal guides - which provide information and recommendations about lawyers and law firms in the UK.

Private Client Team of the Year - Legal Business Awards 2018 chambers-2019 legal-500-2019 The Times Best Law Firms 2019 chambers-high-net-worth-firm-2018-logo eprivateclient Top Law Firms 2017

What Our Clients Say

We truly value and appreciate the feedback we receive from our clients, as we look to improve the services we offer on an ongoing basis.

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Our Offices

Our offices are located in major cities throughout the UK and have excellent transport links.

© 2019 Irwin Mitchell LLP is Authorised & Regulated by the Solicitors Regulation Authority. Our Regulatory Information.