Wills, Estate Planning & Trusts
At Rix & Kay we have 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.
“Max Wright “has always been approachable, warm and friendly but at the same time very clear, efficient and professional in his approach,” according to one client. Wright is described as someone who “has a very good brain to deal with complicated matters.”
“Rix & Kay Solicitors LLP’s team combines ‘good business acumen with a broad area of knowledge’ and ‘rates very high on the value for money chart’ and is therefore ‘a very effective alternative to the London firms’. It fields a number of specialist teams that focus on probate and estate administration, estate planning, tax and trusts, later life and Court of Protection matters. Max Wright is ‘a first-rate lawyer and a pleasure to deal with’ and is valued for his ‘discretion and sensitivity’ in his management of clients. Alan Foster, who leads on contested probate matters, is ‘very responsive’. Ian Best is also a key practitioner.”