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.

“Rix & Kay’s core offering involves advising high-net-worth individuals and families on tax, specialist trusts and succession planning matters. The Private Client Team, which spans the Kent and Sussex regions, collaborates with the corporate practice to act for business owners, directors and shareholders. Team leader Bruce Clarke has wide-ranging private client experience and advises on complex tax and estate planning work, creating and administering trusts, and advising on powers of attorney and mental capacity law. Clients praise Ian Best as an exceptional asset to the practice; he has specialist expertise in will drafting, probate and trust tax compliance work. Member of STEP Max Wright has extensive knowledge of capital tax planning issues, CGT, IHT, trusts and succession planning, as well as cross-border work”.

“Good coverage of specialism for a non-London firm, with some excellent experience among the team and a can do approach to new enquiries”.

Legal 500 results praise Rix & Kay

Very helpful team, really helped me through a less than straight forward process.

James Burton, Google Review, April 2022

A very professional service in all matters.

Kevin Gillingham, Google Review, February 2022