Tax Planning & Will Writing Services in Birmingham and Solihull

The Wilkes Partnership has a team of experienced Will Writing specialists operating across Birmingham and Solihull who can not only help you put together wills and codicils but can also assist with Inheritance Tax planning, personal taxation services and pensions.

The team at Wilkes undertakes the administration and management of estates and trusts, and provides a comprehensive service to trustees, executors and beneficiaries.

Our team of highly skilled legal professionals utilise all their accumulated know-how and expertise to put together safe and effective tax planning to suit your needs. Proposed courses of action may include transferring assets to the next generation on retirement, or preserving assets during old age.

For business owners The Wilkes Partnership tax team has a strong track record of advising and assisting clients through the minefield of inheritance tax planning and work with them to ensure that their tax liabilities are properly organised and minimised.

Making a will is the best and most certain way of ensuring your hard-earned estate ends up in the hands of the people you choose and eliminates all the possible confusion and problems that may arise from intestacy or “home-made” wills.

We can help you

  • Inheritance Tax
  • Capital Gains Tax
  • Creation, variation and termination of trusts
  • Appointments and advances
  • Management and administration of trust funds
  • Tax advice and compliance
  • Creation and variation of charitable trusts
  • Preparation of wills and codicils
  • Inheritance tax planning
  • Personal taxation services
  • Pensions
  • Obtaining grants of probate and letters of administration
  • Post-death tax planning
  • Lasting Powers of Attorney
  • Court of Protection applications

Contacts

What our clients say

It has an honest and genuine personal approach. The lawyers listen. They do not just see a financial transaction – they believe in the person first and what is best for them.

— Client Feedback - The Legal 500 2023

Ann-Marie Aston was very pragmatic and realistic in handling the case and seeking to achieve the best result for her client in difficult circumstances. It was evident that client’s expectations had been well managed and my difficult advice was not a surprise. The case preparation had been very good, which made by task easier.

— Client Feedback - The Legal 500 2023

I like Ann-Marie Aston – her approach to clients really is empowering and understanding. And I note clients return the compliment, only ever wishing sometimes to deal with her. She works in collaboration and partnership with the client, never putting profit over that of what they need. The advice is professional, and knowledge base is outstanding.

— Client Feedback - The Legal 500 2023

Sophie Fenn explained, jargon free, what needed to happen and why, associated costs, timelines etc., Always responding very quickly to emails/telephone calls etc.. Everything was dealt with so professionally and sensitively. If you will excuse the oxymoron, the whole bad experience was made good by working with her and her team, it was worth every penny.

— Client Feedback - The Legal 500 2023

I was lucky to be introduced to Philip Harrison, whom I cannot praise enough for his outstanding work. On a personal level he is a pleasure to work with: any e-mail is answered the same day and any information is summarised in writing; on a professional level he is very impressive: precise in his analyses with a broad knowledge of the law. I can say from experience, Philip Harrison is an outstanding professional in his field.

— Client Feedback - The Legal 500 2023
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