Wills, Estate Planning & Trusts

A fantastic reputation for advising families on various tax and trust matters.

Our specialist team advise on all aspects of tax and trusts and can help with a wide range of issues, including:

• Business succession planning
• Capital Gains Tax (‘CGT’) advice
• Estate and succession planning
• Farm/agricultural property succession planning
• Inheritance Tax (‘IHT’) planning
• Making a Will
• Post-death Will variations
• Trust creation and trust administration
• Trust tax and estate administration tax compliance

All members of the team are fully qualified solicitors and members of the Society of Trust and Estate Practitioners (“STEP”).

Many members of the team have other professional tax and trust qualifications enabling us to offer uniquely specialist advice.

“The members of the team from the front to the back office were courteous, discreet and professional in all areas of their work. Giving advice clearly and guiding the process in all aspects of the business we were handling. I was also impressed with the seamless way Rix & Kay worked with our IFA.”

“Very good at handling difficult trust situations and difficult beneficiaries. Good problem solving and clear thinking.”

Rix & Kay recognised as leading firm

“The team at Rix & Kay advises on a range of private client issues, including estate planning and administration, trusts and tax matters. The team also advises on wills and probate.”

“There is a good, broad range of knowledge and experience across the team.”

Rix & Kay recognised as leading firm

“I have used Rix and Kay for the last 15 years on Wills, property purchases and probate services, and have always had excellent service.”

Andrew Chee – Five star Google review