top of page

Wills

Our specialist Wills team are all highly experienced and knowledgeable about inheritance tax and the administration of estates. We act for business people, those with property portfolios, farming families and high net worth individuals.Opal Legal has been recognised as a Top 200 UK Law Firm.
 

Our Wills Service

Our Wills, Trusts, and Probate lawyers understand the complexities of modern life, relationships, and the importance of taking care of you, your family and your financial interests.

So it's a deep source of satisfaction that so many families, institutions and individuals choose Myerson as an integral part of their succession strategy.

Clients come to us for Wills for all sorts of reasons. Some of them have substantial estates and need tax efficient Wills, or they are concerned that their assets should remain within the family. Other clients have smaller estates and are worried about the impact of care fees.

Some clients are not concerned about financial issues but have complex family arrangements. One thing that all clients have in common is that they want to have their affairs in order.

Our Wills, Trusts, and Probate solicitors will give you clear and practical estate strategy advice. Not only do we draft Wills, but we also administer estates and Trusts when people have died. Accordingly, we know how things work in practice and are able to provide you with options to suit your needs.

Signature

Our Wills lawyers offer a personal, Partner-led service. We get to know you and what you and your family want to achieve. Our Wills solicitors will help you create and/or update your Will.

Our Wills, Trusts, and Probate team act for:

  • Business Owners

  • Company Directors & Shareholders

  • Professionals

  • People in the media spotlight

  • Entrepreneurs

  • Those with large property portfolios and properties overseas

  • Those who have interests in trusts

  • Those with inherited or pre-marital wealth

  • Farming families

  • Cohabitees

  • People with previous marriages

Flexible Meeting Options with Our Wills Solicitors

Our Wills Solicitors are very flexible when it comes to arranging meetings and consultations.

We need to have meetings with our clients, both to check that the person who is giving us instructions is, in fact, the person making the Will, and to check for any mental capacity issues which might affect the validity of your Will.

Our wills, trusts, and probate lawyers are able to offer you a meeting either:

  • face to face

  • via Zoom

  • via Skype

  • via FaceTime

Opal Legal's team are experienced in drafting and administering trusts and can also act as professional Executors and Trustees.

We can also witness your Will signing and store the Will on your behalf.

Business Meeting

Our Approach & Our Experience with Wills

Business Meeting

We specialise in bespoke estate planning advice and provide a personalised service rather than drafting your Will on an instruction and execution basis.

Our Wills, Trusts, and Probate solicitors are trained in dealing with vulnerable people or those who have early stages of Alzheimer’s. We are also members of Solicitors For The Elderly.

Our team are highly ranked in The Legal 500 for personal tax, trusts and probate and in Chambers under the high-net-worth category. Therefore, you can be reassured you will receive a high-quality and truly bespoke service.

At Opal Legal, our team of Solicitors have acquired the prestigious STEP (Society of Trust and Estate Practitioners) qualification.

STEP is an international professional association for practitioners who specialise in advice on family succession and inheritance, trusts and complicated estates. The organisation promotes education and high professional standards amongst members who are recognised by other professional advisers as well as the public.

Reviewing Laws

Why Work With Our Wills, Trusts, and Probate Team?

  • We have been ranked as a Top Tier law firm by the Legal 500 for the last seven years, and Opal Legal is recognised as a Top 200 UK law firm.

  • You will have access to Opal Legal's full Wills, Trusts, and Probate experts; we have a large team capable of meeting your deadlines.

  • When dealing with estates, we never forget that we are dealing with a grieving family, so our solicitors are tactile when handling a deceased person's estate.

  • Our Wills, Trusts and Probate lawyers understand that estate administration can be complex, particularly when disputes arise.

  • Our Wills, Trusts, and Probate solicitors appreciate that every person's circumstances are different, and our clients have different attitudes to tax saving and the distribution of their estates, so we take the time to find the best way to achieve our client’s aims.

  • Our holistic approach means we can spot potential tax-saving opportunities the client may need to know. We can also warn where the client's proposals may lead to unexpected tax liabilities.

  • You will receive city-quality trusts, wills, and probate advice at regional prices.

  • We provide a partner-led service to ensure you receive the best legal advice and commercially minded support.

  • Our personal service will prioritise your best interests as we push to fulfil your and your loved one's wishes. We understand the depth of emotion that matters relating to final wishes can hold, so we provide expert advice, support, and understanding.

  • Our full-service law firm operates from a one-site office, so our teams communicate effectively and efficiently, sharing their considerable expertise. We may consult with our family law and property law teams to maintain an efficient and complete service.

  • Our Wills, Trusts and Probate team works closely with our contested wills solicitors to ensure you get expert legal advice from specialist solicitors.

  • We use the latest technology to ensure that we are working as efficiently as possible, and that geographical distance is no bar to us from providing excellent client service.

  • With members of our Wills, Trusts, and Probate team speaking fluent Cantonese, we cater to the requirements of our clients to ensure effective communication when dealing with estates.

  • Look at the Opal Legal Promise for further benefits of working with us here.

Business Meeting
Reviewing Laws
Credit Assessment_2

Inheritance Tax Planning

Our inheritance tax planning solicitors will consider your whole situation, family as well as financial, taking into account:

  • Capital gains tax

  • Income tax

  • Inheritance tax

Our IHT lawyers never lose sight of your needs, making sure that you yourself have enough to live on and we will give you clear and sensible advice about tax planning opportunities.

For tax planning on death, we can advise how to make the most of your exemptions, including

  • Agricultural Property Relief

  • Business Property Relief

  • The Inheritance Tax threshold, for unmarried couples

  • The Residence Nil Rate Band, especially where the estate is near £2 million or you intend to leave part of it to beneficiaries who are not your spouse or direct descendants

  • The Transferable Inheritance Tax threshold, where one or both party(ies) to the marriage has been widowed previously

Our trusts and inheritance tax planning team can also advise on the use of trusts both to reduce Inheritance Tax down the generations and to make sure your assets stay within the family.

Courtroom

Testimonials

"Opal Legal Services has been a lifesaver for me. Their team of experts helped me navigate through a complex legal issue with ease. I highly recommend their services to anyone in need of legal assistance. Thank you, Opal Legal Services!" 

John Smith

Contact Opal Legal Solicitors

If you have any more questions or would like more information, you can contact our Family Law                                                                                              Solicitors on:

bottom of page