At Tees our lawyers and independent financial advisers work together. This gives you a joined-up view of your plans for your future and you can get everything organised in one go.
Call our specialist solicitors on 0808 231 1320
Call us for a free, confidential, no obligation chat, or fill out our enquiry form and we will let you know how we can help. We can also visit you at your home if you wish.
Our specialist lawyers are based in:
But we can help you wherever you are in England and Wales.
Wealth Specialist, Wealth management
Bishop's Stortford office
Managing Director at Tees Wealth
Bishop's Stortford office
Partner, Wills, Trusts, Tax and Probate
Chelmsford office
Partner, Wills, Trusts, Tax and Probate
Royston office
Legal 500 2023
"Attention to detail, broad ranging approach to inheritance/LPA advice covering more than just the basic subject. John Southan has a very good grasp of the topics covered and an easy manner of presentation."
Legal 500 UK 2021
‘The team at Tees Law provide a professional and personal service to the clients we refer. Over the years they have demonstrated an in-depth knowledge of personal and estate law, which we feel provides a significant benefit to both ourselves and our clients. They are also an invaluable resource of technical information, which we often need to call upon in the course of our work‘.
Legal 500 UK 2021
'Tees Law has managed to move with the times but still retains the personal touch of the trusted family solicitor. As a family, we have had a lengthy relationship with the practice over four generations, dealing mainly in property, limited company, personal trusts, and probate matters.’
Legal 500 UK 2021
‘I have dealt with Nicola Havers as executor on probate matters and as a trustee for a family trust - she operates with calmness, tact, and diplomacy. Nicola is an efficient case manager. She brings in additional specialist advisers at the appropriate stages to supplement her own advice.’
Legal 500 UK 2021
‘The team at Tees takes the time to explain what will happen and made sure l understood the process. They kept me updated without me having to contact them. After the meetings, l was happy l had a good grasp of what was a complicated legal request.’
The benefits of having a properly written will include:
Yes, it is possible to write your own will (sometimes called a ‘DIY will’) however it is not advisable that you do so. Wills are complex legal documents, and in order for a will to be considered valid after you die, it must comply with strict rules.
You might have grounds to object to the registration of a Lasting Power of Attorney (LPA) if:
Lifetime gifts are assets you give away before you die. Examples of lifetime gifts include:
If you survive the gift by seven years or more, then it is not normally subject to inheritance tax when you die. It is important that you do not retain any benefit of the gift, or inheritance tax will be due. Gifts that you make within seven years of your death may be subject to inheritance tax. Transfers into Trusts are also subject to the seven year rule, however the inheritance tax position is more complex and legal advice should be obtained.
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