Trust & Probate

We will arrange an initial interview as soon as you wish. In our experience this interview will set your mind at rest as to what steps should be taken and we will listen.  We aim to provide whatever service you may require at this difficult time.

You may just want advice on filling in a form or what to do next and we are happy to help you deal with matters yourself.  On the other hand you may wish us to take over all aspects/matters relating to the deceased's Estate.

Trusts

Trusts are a complex but useful device which may save tax or protect vulnerable or under-age beneficiaries.  They can be adapted for individual needs.  We advise on the full range of Trusts available and the best options for you or your family.  We will prepare the Trusts and set up any administration.  Our Financial Services Department advising on investment.

For further information, please contact a member of our Private Client team:-

Nick Penwell at Exeter - N.Penwell@dunnandbaker.co.uk
Dan Pollard at Exeter and Newton Abbot - D.Pollard@dunnandbaker.co.uk
Melissa Down at Exeter - M.Down@dunnandbaker.co.uk