Tax, Trusts Team 3C

Tax, Trusts, Wills & Estates

Our first class team of lawyers, tax advisors and international probate specialists are on hand to provide you with guidance on tax, trusts, wills and probate. We understand these are very personal matters and as such we do our best to understand your individual circumstances and provide tailored advice to help you plan for the future.

Equally if you need assistance with an existing legal problem, our wealth of knowledge and experience means we will be able to find a swift and effective solution that is right for you.

Our expertise includes:

  • Probate and estate administration, including overseas
  • Tax planning through trusts and tax efficient wills
  • Tax planning for individuals leaving or handing down their businesses
  • Charities and charitable trusts
  • Complex and conflicting estate and trust matters
  • Complete trust management from creation to closure
  • Tax return compliance for trusts and individuals

Our professional team includes chartered tax advisors, technicians, probate specialists, a notary public, and members of the Society of Trust and Estate Practitioners (STEP) and the Association of Contentious Trust and Probate Specialists (ACTAPS). Together they offer a range of unrivalled, expert legal services that are dedicated to meeting your needs.

Meet the Tax, Trusts, Wills & Probate team

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chambers and partners uk 2017

Team Ranked In Chambers 2017

Chambers and Partners UK 2017 comments Lester Aldridge is an “Established private client team with the ability to advise clients on complex domestic and international matters… has a strong reputation for its contentious trusts practice.”

With our clients saying “They have an impressive client base.” and “They are a leading private client firm.”

the legal 500 uk

Top_tier_firms

Kurt Lee’s department at Lester Aldridge LLP handles wealth and succession planning, and foreign property taxation. Oliver Phipps and Paula Shea were promoted to partner.

Recent Blogs & News

Latest News & Blogs

will forgery
24
Feb
2017

If there are any concerns about the will’s validity, the will should not be admitted to probate until further enquiries can be made in that regard. For example, medical, forensic and witness evidence can be obtained to show what may have happened when the will was prepared and signed.

Kraft-unilever
23
Feb
2017

Last week when Kraft Heinz announced their £155 billion bid for Unilever, the International Private Client team at Lester Aldridge was poised for a frenzy!

high-court
16
Sep
2016

The right to dispose of a deceased body is not an issue with which Courts frequently deal.

Ilott v Mitson supreme court
3
Mar
2016

It has been reported that several charity beneficiaries involved in the landmark case of Ilott v Mitson have been granted permission to appeal to the Supreme Court.

cohabiting
26
Feb
2016

A recent case has highlighted the need for cohabiting partners to have updated wills and also to consider how their joint assets are owned.

resolving family disputes
18
Dec
2015

When family disputes arise over an estate, there are alternative ways in which they might be resolved, without the need for a court battle.

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