Wills and Probate Services

We all have to deal with the death of a family member or someone special in our life at some point in our life. At such a time of grieving and loss the last thing anyone wants to be faced with is confusing paperwork or bureaucracy.

At Soni & Co we provide a holistic service to our clients and offer our clients first class advice and support across a range of specialist areas. We provide a flexible and innovative approach to issues facing our clients. We aim to provide you with the highest standards of service, professional experience and value for money.

Our expertise enables us to advise both individuals and business clients.

We deal with all aspects relating to Wills and Probate including administration of estates such as applying for a Grant of Probate/Letters of Administration/Special Grant, dealing with inheritance tax and all other aspects of the administration.

At Soni & Co we can offer you:

Wills and Estate Planning
General advice on all aspects of estate planning in order to minimise tax and save your beneficiaries bureaucratic red tape. We can also provide advice on disputed Wills.

Probate and Administration
We can advise on the collection of assets, how to minimise inheritance tax payments by varying the Will and deal with the tax office and Probate Registry. We can advise beneficiaries on their entitlement or how to handle Personal Representatives.

Trusts
We advise trustees on the establishments and administration of all kinds of private trusts.

Intestacy
Advice to Personal Representatives on their responsibilities.

Elderly Client Advice
This includes Court of Protection and Enduring Power of Attorney

Inheritance Tax
We can advise on tax mitigation

What our service includes
The distribution of your assets on your death is dependent on whether or not you make a Will. If you die without making a Will then your assets will be distributed according to intestacy rules under the English legal system.

In order to avoid this, whatever the size of your estate, you should consult a specialist to leave a clear and legally binding document of your wishes. We believe your Will is one of the most important document that you are ever likely to sign and therefore the drafting of this important document should be carried out by qualified legal experts.

On drawing up your Will we can advise you on:

1. Appointment of executors and trustees to deal with your assets
2. How to minimise the amount of Inheritance Tax payable
3. What provisions you will need to consider for any dependents such as spouse/children
4. What to do with jointly owned property, pension plans, and properties abroad.
5. Wills for same sex partners.