Wealth Management and Tax Planning

70% of adults in this country don't have a will. Intestacy (not having a will) can cause all kinds of problems, delays and additional expense for those left behind. It also increases the chances that the chief beneficiary will be the Chancellor of the Exchequer. Our team have many years experience in drafting wills and administering estates. They'll examine your affairs and help you avoid a lot of unnecessary uncertainty, delays, disputes – and taxes.

• Wills
• Trusts
• Probate

Contact: Lisa Jones 01825 744417

Recent years have seen great changes in the tax landscape and Rix & Kay are very aware that timely advice on the tax consequences of transactions being carried out for clients is essential. No one likes an unexpected tax bill and with careful planning in advance the overall bill can often be reduced.

It is for this reason that Rix & Kay have set up a specialist tax unit within the firm.

• Inheritance Tax
• Income Tax
• Stamp Duty Land Tax
• Pre-Owned Assets Tax
• Planning Gain Supplement

Contact: Hilary Hughes 01825 744406

As members of the Society of Trust and Estate Practitioners (STEP) we're firmly committed to protecting some of our most vulnerable clients, including those in nursing homes or suffering from any form of incapacity, from financial abuse and fraud.

• Court of Protection

Contact: Martin Terrell 01435 861511