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 private client team at Rix & Kay is adept at handling specialist trust, tax, and succession planning issues, and advises business owners on complex asset and personal wealth arrangements. The firm also fields a later life team specialising in Lasting Powers of Attorney and Court of Protection work, and a probate team assisting with estate administration. The practice is led by Bruce Clarke, who is described as always on the ball.”

“As a client, the key for me is technical competence, proactive and relevant advice coupled with strong personal relationships. It is rare to find all three so well catered for, and for me, Rix & Kay scores full marks here”.

“I work with Bruce Clarke, who heads the Private Client team at Rix & Kay. He is always on the ball as far as my affairs are concerned, and makes his advice so personal and relevant at the same time”.

“The calm and excellent Max Wright advises on estate administration, mental capacity issues, and an array of probate matters. He is a calm and excellent lawyer dealing with high value estates”.

“Ian Best – sensible knowledge and good personal attention”.

Industry peers praise Rix & Kay in the latest edition of Legal 500

 

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