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  • Overview

    Without a Will, the rules concerning distribution on intestacy will determine what happens to your assets when you die. These may leave your dependants with unforeseen tax or other problems. This could mean that your intended beneficiaries do not inherit from your estate. It could also result in a substantial bill and other problems.

    We can advise on all aspects of Will making and succession to assets on death including:

    • Inheritance TaxCapital Gains Tax and probate disputes
    • Inheritance Tax - efficient Wills
    • Advantages of nil rate band discretionary trusts in Wills for spouses or civil partners and other types of trust in appropriate cases
    • Arrangements for jointly owned property
    • Domicile residence and nationality
    • Matters relevant to foreign nationals owning assets in the UK
    • Impact on other elements of your estate planning.

    Next steps

    To determine which service is right for you, please read our helpful guide 'Will and estate planning services' and/or complete our 'Will instruction form' to enable a member of our team will contact you.

    Alternatively, if you are wondering whether you need to make a Will please refer to our information sheet about 'Making your Will' 

    For further help or information please contact one of the team.

  • Related Client Stories

    Dividing a family trust

    Siblings whose families benefitted from a trust wanted to take it in different directions. We provided a thorough review and analysis of the available options which enabled to beneficiaries to agree a fair and tax efficient split.

    The complete package

    Ultra high net worth clients have complicated affairs. We are able to provide peace of mind through a complete advice service.

    Peace of mind when entering a second marriage

    A long-term client has recently entered into a second marriage and they wanted the interests of all the client’s children protected in a tax efficient way.

    Tax reduction on a substantial inheritance

    During the administration of an estate, which included shares in a property investment company, our advice resulted in a capital gains tax saving of over £250,000 for the beneficiaries. 

    Estate planning review following re-marriage

    We advised a wealthy client on changes to his Will that could save several million pounds in inheritance tax.

    Capital gains tax saving for beneficiaries

    Following a significant increase in the value of a property during the administration of an estate, we were able to achieve a substantial capital gains tax saving.

    Tax planning disaster averted

    Our clients were faced with a potential inheritance tax liability of over £1.2million but, following our intervention, HMRC accepted that no inheritance tax was due. 

    International musical estate

    We advised the executors of a complex estate containing assets worth over £25million and we were able to reduce the inheritance tax bill by over £500,000.

    Administration of estates

    This case study demonstrates the expertise of our Probate team and provides a useful reminder to us all to ensure that we have a Will in place, and that it is reviewed and updated regularly.

    Inheritance tax avoidance

    This case study demonstrates the expertise of our Wills, Trusts & Tax Planning team who have recently advised a client on deeds of variation, inheritance tax and discretionary trusts.

  • Latest Updates

    FAQ: Tax Planning

    Q. We want to help our 20 year old daughter buy her first flat, but we’re worried about putting such a valuable asset directly in her name. Is there anything we can do to protect the property until she’s a bit older?

    Owner managed businesses : tax-efficient wills for company directors

    Owner-managed businesses : tax-efficient wills for company directors

    Giving away shares in the family company

    Giving away shares in the family company

    FAQ: Family

    Q: I have recently separated from my long term partner, we were not married.  Am I able to make a financial claim against them?

    Thomson Snell & Passmore’s Private Client Team triumphs at the Law Society Excellence Awards

    The Private Client team of leading South East law firm Thomson Snell & Passmore is thrilled to have come away with top prize, the ‘Excellence in Private Client Practice’ award at the Law Society Excellence Awards 2016 which took place at the Hilton Park Lane Hotel in London on Thursday 20 October.

    Top 25 UK Law Firm

    We are pleased to receive, for another year, the accolade from eprivateclient of being listed as one of the Top 25 Law Firms in the UK.

    What's the point of Civil Partnership?

    Heterosexual couples may soon be allowed to enter into civil partnership. Nicola Plant from our Private Client department speaks about why some heterosexual couples prefer the idea of civil partnership over marriage and what it will mean to them legally.

    FAQ: Dispute Resolution

    Q.  I have been cut out of my parents Will, what can I do?

    Best Lawyer award

    We are delighted that Partners Simon Brown and Gilbert Green have been selected by their peers for inclusion in the forth edition of Best Lawyers in the United Kingdom ®.

    Should you tell a child they're worth a lot of money?

    The answer depends on the way their wealth is structured.

  • Know How

Get in touch

Despite the HM government department being very slow with their replies, we were always kept up to date with any progress.


From our very first meeting, we were made to feel at ease. Information was exchanged, and what to us could have been complicated, we felt the situation would be resolved. We were kept constantly up to date with progress.


Kirsty was always treated with courtesy and my questions were answered in full whether they were in person or by telephone by everyone I spoke to.


Jeremy Passmore is 'experienced and creative'; and Mark Politz is recommended for his tax expertise.

The Legal 500 2015

I always feel listened to and have been treated very well.


I have used various departments of TS&P and have ALWAYS been VERY happy with all advice correspondence, help and professionalism that I have received.


Helpful, clear, and direct advice during conversations followed by similar meeting notes.


We have had the conveyancing, the making of wills and probate as the three main things and they were dealt with from different departments. I really cannot fault any of it. Although costs seem very high in these matters, I felt that we paid for the best and we got the best.


We needed a law firm in Tunbridge Wells for our house purchase in 1980 when we moved back from the USA, and we chose Thomson Snell & Passmore. We have used them ever since for conveyancing, wills and trust etc.


Clients appreciate his ability to combine 'great technical skill with a very personable manner'.

Chambers UK 2015

They have very wide-ranging and deep expertise. 

Chambers UK 2015

I commend them for their legal advice and emotional support.

Chambers UK 2015

Thomson Snell & Passmore provides ‘an outstanding level of service’.

The Legal 500 2014

Clients note the firm’s ‘very reasonable costs’.

The Legal 500 2013

Excellent. Quite personal‚ explaining everything in words and language that I could understand and keeping me up to date.


I cannot speak too highly of the care, attention and sympathy that I have received.


Cheerful, caring, prompt and knowledgeable legal service.


We were looking for the best and have never been disappointed.


I have every confidence in TS&P; especially with the lawyers who deal with my private matters.


Helpful, committed and responsive, who do a great job and treat their clients well.

Chambers UK

Everything was handled professionally and courteously


The service Nicola provided was highly professional; her flexibility with timescales was especially appreciated


Excellent experience overall with 2 brilliant legal professionals at the firm. Indeed I have already recommended their services to another individual requiring legal representation and assistance


Una is very professional and knows her stuff! Very competent, but also friendly.


I was treated very professionally and all my queries were answered satisfactorily.

Nicola's experience and practical application of private client law coupled with her ability to really understand clients' requirements sets Nicola apart.


The advice and support from the initial phone call through to the completion of the document was clear, thorough and very efficient. I felt I received a personal service tailored to my needs


At the first meeting, they listened carefully to my needs and clearly explained the options available to me and how this could be achieved. I left the meeting with a clear understanding of what to do next  


The Deed of Variation and Trust that I required needed to be completed to a short deadline which was met. This was due to the efficient and effective work of the lawyers I worked with


Thank you for providing such clear advice and executing this in such a painless and professional way.  I don’t think I can recall the last time someone did some professional work for me where there were no typos or mistakes, or where I didn’t have to chase and do part of the work myself  


Excellent response when initial time constraints were addressed quickly and effectively.


They explained the process simply and clearly; they helped us sort out a particular clause in the will to share out our affairs with the children, to be fair to all of them. This provided peace of mind that we have left an easily manageable will for our benefactors with your help.


Our initial meeting helped clarify what we would be doing and gave me time to discuss what we wanted with my husband. When planning the will, we were very clear about what needed to be in the will. The legal side was explained very clearly, the costs were clear at the outset


I am very grateful to Thomson Snell and Passmore for helping me through some difficult times; sorting Mum's affairs out when she passed away, between exchanging contracts and completion, sorting her will out, and then making our own wills and LPAs. They gave great advice and support. Thank you


We would have no hesitation in recommending the firm. The professional service that we received was exceptional.


They provided a comprehensive strategy for resolving the issues arising in the transaction that we wanted carried out. The advice was clear, and any queries were quickly addressed. Where issues arose with third parties, we received balanced and thoughtful advice on the best course of action. They inspired complete confidence.


The advice that we received specifically addressed the issues that needed to be resolved. The process that needed to be carried out and the likely timescale was clearly laid out. We were kept fully advised as to the progress of the matter throughout. We were given prompt and well considered advice with regard to issues that cropped up.


Nicola is very helpful and patient. She was prepared to answer any questions and explained everything fully and carefully. She is also very friendly and interested in her clients.


Sarah listened very carefully to what we wanted; she explained very clearly all of the legal ramifications, and she was highly efficient.


Meet The Team

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