Areas of Work

At Fortress Law, our main areas of expertise focus in the private client area of law, specifically:

  • Reviewing existing wills.

  • Creation of Wills.

  • The creation and administration of Lifetime Trusts (including the establishment of Trusts to receive the death benefits of life policies and settlements to receive the nomination of pension benefits).
  • Lasting Powers of Attorney for Property and Financial Affairs and Health and Welfare decisions.

  • The management of the property and financial affairs of a mentally incapable person under a Lasting or Enduring Power of Attorney.

  • Court of Protection applications where a person has lost mental capacity and has no Enduring or Lasting Power of Attorney in place.

  • Protecting family assets against such risks as the impact of long term care charges, a divorcing spouse or a Trustee in Bankruptcy.

  • Advanced Capital Gains Tax Planning solutions for individuals with assets subject to a large capital gain such as property or stocks and shares portfolios where:-

    • The individual wishes to dispose of the asset and reduce or mitigate exposure to Capital Gains Tax; or
    • The individual wishes to restructure their assets for other tax purposes but is unable to do so due to the gain; or
    • The individual wishes to gift or otherwise deal with the asset for Inheritance Tax saving purposes but is unable to do so without triggering a charge to Capital Gains Tax.

  • Inheritance Tax planning to avoid a charge on death to 40% Inheritance Tax on assets exceeding £325,000 for a single person or £650,000 for a married couple or civil partners.

  • Probate and the administration of deceased persons’ estates including post death variations.

  • Planning for clients using UK and International structures and tax planning opportunities for both UK and overseas clients.