A will is one of the most important documents you will sign. It is probably the last communication you will have with your loved ones.
It sets out your wishes: who you want to benefit after your death
If you do not have a will, your assets will pass under the Law of Intestacy, which may not be what you want.
Roulla appreciates this is a difficult conversation.
She takes the time to understand your specific circumstances, your family situation, and your business and financial arrangements, to provide you with a tailor-made will which achieves exactly what you want.
Inheritance Tax Planning and Wealth Preservation
A key objective when estate planning is to minimise tax and maximise the assets left to your family.
Roulla works with her clients to discuss succession planning relating to investment assets, family businesses and family wealth to achieve the best result for you and your family.
The death of a family member or friend can be a stressful and emotional time. Dealing with the legal, tax and administrative matters following a loved one’s death can be daunting. During such difficult times, Roulla can guide you and help relieve the burden.She can advise on the steps to take in dealing with the estate and carry out all the relevant services on your behalf.
Roulla has expertise in dealing with both UK and international estates.
Roulla’s range of services includes:
- Interpretation of the will
- Intestacy and Estate administration
- Obtaining letters of administration or grants of probate
- Inheritance tax
- Advice on domicile
- International estates containing assets in multiple jurisdictions
- Post-death rearrangements for the mitigation of inheritance tax, or for other family reasons
- Advice on estate income tax and capital gains tax
Disputed Estates and Disputed Wills
A will may be disputed for many reasons, such as insufficient financial provision for dependents or a suspicion the will was made under duress. The law of intestacy (where there is no will) does not always result in reasonable financial provision for those entitled to expect this.
Whatever the reason, disputes involving a will or other inheritance issues often become emotive and add distress to what is already a difficult time. With this in mind, Roulla’s advice to you is professional and sensitive at all times. She will aim to resolve your dispute with as little stress and as cost effectively as possible, whilst protecting your interests.