Tax and Estate Planning


Whether you’re looking for a straightforward will or want to protect your assets for future generations, it’s important to get the right advice from a legal specialist you can trust. No matter how simple or complex your situation, our team of expert lawyers will make your options clear and advise on the best solution.

Our Tax and Estate planning team have an excellent reputation in the South West and nationally for advising clients on a wide range of matters;

  • Wills
  • Administration of estates and probate
  • Trusts 
  • Capital tax planning
  • Elderly client issues, including Powers of Attorney and deputyship
  • Long term care 

To read more about writing your will, probate and the administration of estates or contesting a will, please click on the links on to the left. If you would like to watch a short film of one of our Tax and Estate Planning experts talking about wills and probate, please scroll down.

Trusts

Our experienced team can advise you on the tax aspects and the duties and rights of trustees and beneficiaries. Meade King has its own trust company, which acts as a trustee and manages trusts where appropriate. 

As members of STEP (The Society of Trust and Estate Practitioners) we adhere to their code for will writing and the STEP provisions are included in all our wills. 

Fees 

We realise the importance of being clear about our fees and we will discuss this with you from the beginning. We offer fixed fees for a range of our services - please get in touch to find out more.

If you would like to speak to a member of our Tax and Estate planning team, call 0117 926 4121. 

Meade King STEP will writing code

        Solicitors for the Elderly  

 

STEP Gold Training PartnerWe are delighted to be accredited as a STEP Gold Training Partner.

"It is incredibly important to us as a firm to ensure that our clients receive the highest level of technical expertise and knowledge.  Having accreditation as a STEP Gold Training Partner both underlines this and communicates our desire to maintain an outstanding standard of service for clients along with the ability to fully support our staff with the most up to date training and professional development."

Samantha Piper, Meade King

After the sudden death of my father on a Caribbean cruise ship, I was referred to Meade King by a colleague.  Sam Piper was exceptional. She managed the process brilliantly and handled numerous complications exceptionally.  I can’t recommend Sam or Meade King highly enough.

 

Russell Cripps, Bristol
We engaged the services of Samantha Piper after the death of my mother and to assist with updating our existing wills. She helped us during this difficult period providing guidance and direction, but also being very sensitive about the situation. Her support was very much appreciated and we would not hesitate to engage Meade King again.
David Duane, Bristol

Useful articles


Many thanks for all your help with our wills and related matters... you created a relaxed professional atmosphere in which we both felt at ease and were confident that the issues being discussed would be progressed to the most appropriate solutions
Mr & Mrs Savage, Bristol
It has been reassuring to know that mum’s affairs were in safe hands - a weight off our shoulders!

 

L & C Staples, Bristol
We would highly recommend Meade King after the excellent service they provided to my disabled father in his nineties.
 
Always helpful and considerate, they looked after his finances while he was alive. They also worked on our behalf to deal with his estate. This was done efficiently and we were constantly kept informed of progress. 
Roger Lewis, Ludlow
Sam was excellent from start to finish handling my father’s will….Her level of professionalism and dedicated approach was first rate and allowed us to overcome many hurdles. I would recommend Sam without question.

 

Ash, Bristol
It was really good to meet with Vanessa and Megan in the Private Client team at Meade King. I needed some specific probate, tax and trusts advice and felt very comfortable and confident with Vanessa and Megan's assistance. Professional, knowledgable, kind and efficient: just what was required at a difficult time. I would thoroughly recommend them and the team.
Andy
I cannot thank you enough for steering us through this tortuous path and legal maze.  We wouldn’t have had a clue where to begin and again take comfort in knowing that all the affairs have been dealt with thoroughly, completely and properly.
Anthony Thomas
Our solicitor, Megan Alexander and the team worked hard to find the right solution for the rather complicated amendments we wished to make to our wills (we sought to protect two dependants, an elderly parent and younger daughter, whilst remaining fair to another daughter and her changing circumstances). She remained patient, courteous and professional at all times.
J & S Hall
Many thanks for all that was done for John. He was so happy that Meade King were dealing with his affairs and had complete confidence in all his dealings with you all. It meant such a lot to him to be in control of his finances and to know that you were at the end of the telephone when he needed assistance
C.P
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