The Wilkes Partnership has a team of experienced specialists operating across Birmingham and Solihull who can help to ensure your financial affairs are managed effectively and as tax efficiently as possible. The use of Trusts can prove beneficial for a wide range of Private Clients, not simply the very wealthy as one might believe.
Our Trusts advice is unique to you, and delivered in a way that helps understand effective ways to protect your assets.
We can prepare the necessary documents required to set up a Trust from the outset or assist you in the ongoing administration of Trusts including filing Tax Returns with HM Revenue & Customs, making payments of income/capital to beneficiaries and advising Trustees as to their obligations.
So whether you have received a sum of money from a loved one’s estate or wish to protect your own assets for future generations, our team is able to advise what options are available to you.
We are able to offer a full Trusteeship service.
‘Very empathetic and extremely sympathetic to sensitive family issues. Very supportive to the family and always ready to go the extra mile as required‘.
Client Feedback – The Legal 500 2021
Birmingham-based Andrew Hasnip has a steady work flow of trust, complex inheritance tax planning and estate work. Ellie Holland in Solihull has extensive experience of inheritance tax issues faced by private individuals, and also assists with lifetime planning and post-death matters."
Client Feedback – The Legal 500 2020