Charles Lucas and Marshall Fact Sheets

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Wills & Estate Planning
Nothing in life is as certain as death or taxes, or both and everyone likes to leave their affairs in order.
We are able to advise on the best way of achieving this from very simple wills to more complicated trusts and settlements involving all aspects of inheritance tax planning. Our partners will act as executors and trustees and are experienced in dealing with estate administration sympathetically, quickly and effectively.
We have considerable experience of family matters and our main priority is to listen carefully to your wishes and then advise accordingly. We can advise on the steps which need to be taken to implement your instructions properly.
We review new legislation and can advise on changes that need to be made to keep your affairs up to date. Our partners are members of advisory panels involved in legislation affecting private estates and land as well as members of the Society of Trust and Estate Practitioners.
We also have particular expertise in working closely with charitable organisations and have several partners who are members of the Charity Lawyers Association.
For more information contact Richard Mead on 01635 521212 or richard.mead@clmlaw.co.uk
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Charles Lucas and Marshall Fact Sheets


NEWBURY
Radnor House, 28 Bartholomew Street
Newbury, RG14 5EU
tel 01635 521212
fax 01635 37784
HUNGERFORD
28 High Street, Hungerford, RG17 0NF
tel 01488 682506
fax 01488 684824
SWINDON
Eastcott House, 4 High Street,
Swindon, SN1 3EP
tel 01793 511055
fax 01793 610887
WANTAGE
Brooklands, 48 Newbury Street,
Wantage, OX12 8DF
tel 01235 771234
fax 01235 772234