Wills, Trusts and Probate

The Wills, Trust and Probate team helps clients to protect and preserve their wealth for the benefit of their family and loved ones.

Our services include:

  • Wills
    Managing wealth starts with making a will to ensure assets will pass in accordance with wishes.
  • Estate planning
    The Wills, Trusts and Probate team’s expert estate planning advice can help to mitigate the effects of tax and advise on how to manage and pass on wealth in the most tax efficient manner.
  • Trusts
    Trusts established either through a client’s will or during their lifetime will help to protect and control wealth for the benefit of their family.
  • Lasting Powers of Attorney (LPAs)
    Appointing attorneys by making a Lasting Power of Attorney can allow others to make decisions on a person’s behalf, including if they are unable to do so for themselves.
  • Probate
    When the time comes to administer a person ’s estate and pass on their wealth according to the terms of their will, the Wills, Trusts and Probate team can guide clients through the probate process.
  • Probate disputes
    If there is a dispute regarding a will after a person has died the team can help deal with and settle probate disputes by working closely with the firm’s specialist Dispute Resolution team.
  • Elderly Client Services
    As people get older there are specific steps that can be taken to protect wealth and ensure that both they and their families are looked after. These are available through the team’s bespoke Elderly Client services.
  • Court of Protection
    If an individual has started to lose or has lost mental capacity, it can be very difficult for their family to take control of decisions in relation to their finances and their welfare. The Wills, Trusts and Probate team works closely with the firm’s specialist  Court of Protection team to provide the advice and assistance that is required.

We have 3 members of the team who may work on your matter. Regardless of who works on your matter, they will be supervised by Paul Lowery, Partner and Head of Wills, Trusts and Probate, who has over 16 years’ experience working in Wills, Trusts and Probate. For details of the team click here.

Listen to our podcast series -

An introduction to a series of podcasts presented by Paul Lowery, Partner and Head of the Wills, Trusts and Probate team at Boyes Turner and Ruth Meyer, Partner and Head of the Court of Protection team. Episode 1 presents an introduction to the Wills, Trusts and Probate team at Boyes Turner and a discussion about how services are being provided during the lockdown. Further episodes will include discussions on various aspects of wills, probate trusts and lasting powers of attorney.

The Boyes Turner LLP Podcast · Introduction to Wills, Trusts and Probate
The Boyes Turner LLP Podcast · An Introduction to the Wills and Probate Team at Boyes Turner

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Asking the Court of Protection to transfer an Inheritance into a Trust

Ruth Meyer talks us through a recent case, Re LMS (settlement of property into a trust) [2020] EWCOP 52, read the full case here...

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No Survivorship Clause? No Inheritance?

As wills are generally written several years before someone’s death and it can often be the case that by the time of a testator’s death a beneficiary has died.

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Caveats - What, Why & How?

Most people will never have heard of a caveat and so you can be forgiven for not knowing what one is or understanding or appreciating why you might need one but in potential probate disputes they can be your first “line of defence” and so it is important to understand what a caveat is and when you should consider applying for one.

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award winning law firm

Boyes Turner are proud to have received the following awards and recognition.