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.

Our Tax Planning team is recognised as a Leading Firm in the 2017 edition of The Legal 500 UK.

“According to clients, Rix & Kay Solicitors LLP ‘is able to comfortably handle matters often dealt with by the large London firms’. It has particular expertise in capitals gains tax and inheritance tax matters, non-contentious probate issues and high-value estate administration; the team is also adept at handling Court of Protection matters involving vulnerable or mentally incapacitated persons. It also has a notable contentious private client department. Team leader Max Wright ‘is knowledgeable and thorough’ and associate Rich Risino, who joined from Irwin Mitchell in August 2016, ‘is approachable and practical’; Ian Best and Alan Foster are also recommended.”
Quote from the 2017 edition of The Legal 500 UK