The Wilkes Partnership has a team of experienced specialists 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
- Obtaining grants of probate and letters of administration
- Post-death tax planning
- Lasting Powers of Attorney
- Court of Protection applications
What our clients say
The Wilkes Partnership is a well established Birmingham player offering Clients a credible alternative to the large national practices. The Firm’s strategy focuses particularly on owner managed businesses and on being a second supplier of specialist legal services to PLCs.
- Legal 500