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Wills & Probate
About Lyons Bowe
Driven by our Clients
4467+
Client Reviews
4.8
Head Office
Call us: 01749 345 756info@lyonsbowe.co.uk
Postal Address: 54 High Street, Shepton Mallet, BA4 5AS
We will help you put the right plans in place. Whether you’re setting up a trust or preparing for inheritance tax, our advice is built entirely around your long-term goals.
Assets Analysed
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Estate Estimate Evaluated
Introduction
Planning for the future isn’t just about who inherits, it’s about how your assets are passed on in the most secure and tax-efficient way. Our experienced solicitors advise on setting up trusts, managing estates, and planning to reduce inheritance tax liabilities. Whether you’re safeguarding assets for your children or supporting a loved one with additional needs, we tailor your trust and tax strategy to meet your personal goals. Serving clients throughout England and Wales, we help you protect your wealth and provide for future generations with clarity and care.
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Before setting up a Trust, we’ll assess your financial situation to determine the best approach.
We’ll help you by:
- Analysing your current assets and liabilities.
- Discussing potential tax implications.
- Arranging a meeting with our trust specialists for personalised advice.
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Understanding the total value of your estate is vital for effective trust planning.
We’ll help you by:
- Guiding you through asset valuation processes.
- Providing resources for estimating property values.
- Advising on more complex estates that may require a professional valuation.
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Once the estate is valued, we’ll assist in establishing the appropriate trust structure.
You can choose:
- A comprehensive trust setup service.
- Or assistance with specific documentation.
After establishing the trust, we’ll support you in managing it to ensure compliance and effectiveness.
This stage may involve:
- Regular reviews to adapt to changing laws or family circumstances.
- Providing ongoing advice on managing trust assets.
- Assisting with distributions to beneficiaries.
Before setting up a Trust, we’ll assess your financial situation to determine the best approach.
We’ll help you by:
- Analysing your current assets and liabilities.
- Discussing potential tax implications.
- Arranging a meeting with our trust specialists for personalised advice.
Understanding the total value of your estate is vital for effective trust planning.
We’ll help you by:
- Guiding you through asset valuation processes.
- Providing resources for estimating property values.
- Advising on more complex estates that may require a professional valuation.
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Once the estate is valued, we’ll assist in establishing the appropriate trust structure.
You can choose:
- A comprehensive trust setup service.
- Or assistance with specific documentation.
After establishing the trust, we’ll support you in managing it to ensure compliance and effectiveness.
This stage may involve:
- Regular reviews to adapt to changing laws or family circumstances.
- Providing ongoing advice on managing trust assets.
- Assisting with distributions to beneficiaries.
Ensure a seamless property transaction with our transparent and efficient legal expertise.
Explore
To help bring clarity and security during this time, we strongly recommend updating your Will.
ExploreEnsure a seamless property transaction with our transparent and efficient legal expertise.
Through the Lyons Bowe Charity Will Scheme, we also help clients create a legacy by offering you 50% off our standard Will-writing fees when you include a charitable gift whilst planning for your future.
It is part of our commitment to supporting causes that matter, and using legal services to make a real difference.
From online appointments, fixed-fee pricing to secure digital storage and registration with the National Will Register, everything we do is built around your peace of mind.
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Over £4 Million Pledged in 2024
Together with our clients, we have helped pledge over £4 million to charities through the Lyons Bowe Charity Will Scheme in 2024. Every pledge, no matter the size, is a step towards real change. Join thousands of others making a lasting difference through their Will.
Support Any UK-Registered Charity
With our scheme, you are free to leave a gift to any UK-registered charity of your choice. Whether it is a national organisation or a cause close to your heart, we make it easy to include a meaningful gift in your Will, on your terms.
Discounted Wills, Expert Support
When you leave a gift to charity in your Will, we will join your contribution by providing you with a 50% discount on our standard fees. Our experienced team will guide you through every step offering clear, compassionate advice to help you create a Will that reflects your wishes.
Forget the confusing lingo and overly wordy explanations. Our app makes sense of it all. Seamless, convenient and designed with you in mind.
Managing an estate after a death is never easy, but Lyons Bowe handled everything with complete professionalism and care. I would not hesitate to recommend their Probate services to anyone.
Michael Philip, Estate Administration
Darrell and the team were incredible. They guided us through setting up Wills and LPAs with clear advice and real personal warmth. Nothing was too much trouble. Highly recommend.
Anonymous Client, Wills & Lasting Powers of Attorney
Lyons Bowe made the whole process of writing my Will completely stress-free. Every step was explained clearly, handled professionally, and completed faster than I expected.
Richard Lewis, Will Writing
After losing a parent, I needed support with Probate. Lyons Bowe handled everything professionally and with real sensitivity, guiding me through every step.
Hugh, Probate Services
Darrell and the team were wonderful. They made writing our wills straightforward and even helped with advice on future tax planning.
Anonymous Client, Will Writing & Inheritance Planning
The whole process was clearly explained and handled with respect. I was kept updated at every stage and felt completely supported.
Richard Lewis, Will Writing
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Lyons Bowe’s private client solicitors provide tailored advice to reduce inheritance tax liabilities, including the use of trusts, lifetime gifts, and estate structuring, ensuring compliance with HMRC rules and UK tax law.
A trust is a legal arrangement that allows assets to be managed by trustees for the benefit of chosen beneficiaries. Lyons Bowe advises clients on creating trusts to protect family wealth, provide for children, and reduce inheritance tax.
Lyons Bowe helps clients establish various trusts, including discretionary trusts, bare trusts, interest-in-possession trusts, and charitable trusts, depending on individual needs and estate planning goals.
In the UK, inheritance tax is typically charged at 40% on estates valued above the tax-free threshold (nil rate band). Lyons Bowe’s inheritance tax planning experts provide strategies to mitigate tax and maximise what your loved ones inherit.
Yes. Gifting assets during your lifetime can reduce the taxable value of your estate if managed correctly. Lyons Bowe ensures lifetime gifts are structured in compliance with UK tax rules and help protect your estate.
Business owners may qualify for reliefs such as Business Relief or Agricultural Relief. Lyons Bowe advises on how to combine these with trusts and estate planning to safeguard businesses for future generations.
While it is possible to create a trust without legal advice, professional guidance ensures your trust is valid, tax-efficient, and tailored to your needs. Lyons Bowe’s solicitors provide expert advice and ongoing trustee support.
Lyons Bowe offers clear, practical, and specialist advice in estate planning. We ensure your wealth is protected, inheritance tax is minimised, and your wishes are carried out in line with UK law.
If you’re restructuring your estate or setting up a trust, our conveyancing team will help with selling property securely and tax-efficiently, all under one roof.
Lyons Bowe is a trading name of Lyons Bowe Limited, a limited company registered in England & Wales (registered number OC11526226) which is authorised and regulated by the Solicitors Regulation Authority No. 652616. A list of Directors is available at our registered office 54 High Street, Shepton Mallet, Somerset, BA4 5AS
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