Trusts & Estate Planning

As one of the few firms in Northern Ireland with a dedicated estate planning team, we provide effective wealth and succession planning for individuals, families and owner managed businesses and companies. The team concentrates on establishing simple yet sophisticated solutions to mitigate potential liabilities to capital taxes. In particular, we advise on the effective use of trusts and settlements in wealth and succession planning and prevention of the fragmentation of family businesses when passing to future generations.

Our lawyers have vast experience in the areas of wills and the administration of estates and work closely with executors in a sensitive and pro-active manner to ensure that the administration of estates is carried out promptly and efficiently.

Head of Department, Conor Wylie, Solicitor, is also a qualified Chartered Tax Adviser and registered Trust and Estate Practitioner.

 

The ‘well-established, reputable and reliable’ team is top ranked by the Legal 500 and Conor Wylie is recognised as a leader in the field with the directory describing him as ‘knowledgeable, attentive and responsive’. (Legal 500, 2017)

 

Key areas:

Wills Estate and Trust Tax planning
Inheritance Tax and Capital Gains Tax Planning Gifts
Probate Administration of Estates
Contentious Estates Lasting Powers of Attorney
Living Wills Care Homes