Head Office:
3 Regent Street
Newtownards
County Down
BT23 4AB

FREEPHONE:
0800 783 6125

Fax: 028 91 826 333


 
 
 
 
 
 
Wills, Trusts & Estate Planning

Most people appear to fear and dread the prospect of making a Will, intimidated by formality, the expected cost or else by the need to make difficult and long-term decisions regarding the frailty of human life.

We at Stewarts have a different perspective.

Firstly, we are committed to making the experience both informal and inexpensive while in simple terms helping you and your family prepare for the future. We see this as your opportunity to have your wishes carried out and to ensure that what you have worked to set by over the years is best protected.

Whilst your wishes are paramount to us, we can offer guidance through difficult decisions and importantly offer advice on Estate Tax planning, to ensure that you take advantage of all allowances and exemptions under the Inheritance Tax and Capital Gains Taxes legislation.

As many clients have sought guidance as to their potential liability to residential/nursing home fees we have gained the necessary experience by attending Legal Seminars on the subject to be able to offer you up-to-date advice relevant to your particular circumstances.

We also have considerable experience in the setting up of family wealth trust, discretionary trust and other tax planning schemes and would be happy to liase with your tax advisors to ensure that your interests are best protected for you and the next generation.

Our aim therefore is to assist all our clients to be positive in making a Will rather than being negative.

Our services extend to advising you in connection with the Administration of an Estate following the death of a person who either made a Will or who died intestate. We can assist through our experience in advising you as to how best to have bills paid, legacies discharged to Beneficiaries and any property transfers carried through with the least amount of distress and inconvenience. We have a dedicated team who with the benefit of experience can sympathetically deal with the Administration to your best advantage.

We can also rely on our in-house Chartered Accountant to look after the tax returns throughout the administration period, to ensure that all tax matters are completed to the satisfaction of HM Revenue and Customs.

 
 
   
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