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Wills and Probate

Saturday, Mar-16, 2024

Wills and Probate

It is surprising how many people never get around to making a will or updating their will following changes in their life. Failing to make a will can add to the anguish of relatives at an already distressing time.

Far more people are now subject to potential inheritance tax commitments than ever before and our experience and knowledge in this field enables us to provide our clients with comprehensive inheritance planning advice to minimise tax payable on death.

From the simplest to the more complex will, McCormicks guides you through the task of drafting a will with ease.

Whether you require assistance as an executor in obtaining grant of probate, wish to sort out the estate of a relative who has died intestate, or you wish to contest a will McCormicks has the expertise to provide probate advice tailored to your needs.

Experience

McCormicks provides clients with a full range of legal advice for meeting the challenges of today whilst planning with thought to the future.

Excellent Personal Tax, Trusts and Probate advice can make a big difference to the well-being of a client and our team is sensitive to the issues involved in private and very personal matters.

Our work includes :

  • Wills
  • Grants of Probate and Letters of Administration / Administration of Estates
  • Enduring and Lasting Powers of Attorney
  • Tax, including Inheritance Tax Reliefs on Death
  • Advice to Personal Representatives and Beneficiaries

"McCormicks advises various trustees and estate owners on issues such as rationalisation, extension of property portfolios and tax planning. Clients include the Outward Bound Trust." The Legal 500

McCormicks advises wealthy clients on complex and technical tax planning matters and has seen a growth in referrals from clients across the business community. The firm also handles special trust and probate litigation.” Legal 500

This full service firm has a growing presence in the region for its estate work. Clients say ‘A small enough unit that it provides a really personal service, which is not dissipated as it goes down the line.” Chambers UK

This Harrogate firm has established an enviable reputation in estate management and rural property transactions. A particular specialism is the diversification of estate lands for commercial, development and sporting uses, including advising on niche shooting rights. It also acts for Estate Trustees and farming families on complex tax, trust and succession matters.” Chambers UK

McCormicks provides commercial advice to trusts, landowners and estates. The ‘excellent’ team is ‘very efficient.’ It includes a number of ‘sound’ and ‘reliable’ commercial property and private client lawyers.” UK Legal 500

Landed estate owners and successful business people regard McCormicks as a go-to group. The group is praised for its ‘all-round efficiency.” Chambers UK

At McCormicks, property specialist Heather Roberts and head of private client Elaine Lightfoot advise on the development of revenue streams, shooting agreements and leases, succession planning and other property-related issues. Peter McCormick leads the team.” - Legal 500

Peter McCormick leads McCormicks’ growing portfolio of contentious work, for clients such as Strutt Family Trusts.” - Legal 500

McCormicks’ ‘brilliant’ practice has an emphasis on tax planning, and is led by associate Elaine Lightfoot.” - Legal 500

"Elaine Lightfoot's practice runs the gamut of private client work. Clients say: 'She gives you a precise and very definite resume of how she sees the problem and how to get round it.'" - Chambers UK - Private Client

"You get good advice; it's very clear so you know exactly where you are." - Chambers UK - Private Client

"McCormicks is certainly the most efficient firm I have ever had dealings with." - Chambers UK - Private Client

"Elaine is wonderful with a depth of experience and will advise you on the best options for your position." - Leading Yorkshire Financial Adviser

"Maintains a broad private client practice with a focus on estate planning administration. Offers additional expertise in trust creation and management as well as acting for clients with reduced mental capacity. Elaine Lightfoot is a key contact." - Chambers UK - Private Client

“Elaine Lightfoot heads up the team at McCormicks, which focuses on estate planning and administration as well as Court of Protection applications, regularly advising trustees and settlors. The practice’s expertise also encompasses advising trustees on fiduciary duties and the rights of beneficiaries, advising deputies on their duties surrounding the Mental Capacity Act, care home fee planning and lasting powers of attorney. Other key team members include Heather Roberts, who is recommended for estate issues. Lightfoot and Roberts were both promoted to the partnership in 2016.” - Legal 500

“Elaine Lightfoot handles a range of matters, such as estate administration, tax planning, trusts, wills, Court of Protection and estate disputes. A client appreciates the fact that she is 'always very quick to respond and will try her utmost to help with any issue.' Another interviewee comments: 'Elaine Lightfoot puts clients at ease, she has exceptional people skills, she's reliable and knowledgeable.' - Chambers UK - HNW Guide

“A market commentator describes the firm as 'very dependable and reliable, with a modern outlook.' Another source reports: 'I can only say they are extremely efficient and most helpful at all times and indeed the most efficient firm I have ever been involved with.' - Chambers UK - HNW Guide