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Estate & Inheritance Tax Planning

Whether you are a private individual, you run a family business or you have a farm, it is important that you look at tax issues that may affect your estate, either on death, or during your lifetime. Planning ahead can significantly reduce your tax liability, or eliminate it altogether. We can advise you on the tax consequences of lifetime giving, creating trusts or deeds of variation and also on how to protect your home from long term care, all of which can ensure that your wealth is passed on to your chosen beneficiaries. 

Our Team of experienced lawyers have detailed knowledge of the tax issues that may be relevant to you and can guide you through any tax reliefs or exemptions that may apply. We can advise you on the creation of lifetime trusts, trusts that are created by will on death and trusts that specifically deal with protecting your home.

We know that everyone’s circumstances are different and therefore the advice we give you will be tailored to your own individual needs. Whether you need advice on agricultural property relief, business property relief or protecting the family home from claims against the estate, our specialist Wills, Probate & Lifetime Planning Team, many of whom are members of STEP (the Society of Trust and Estate Practitioners), will be able to help you plan for the future.

If you have an enquiry in relation to estate and inheritance tax planning or simply want to speak to a member of our friendly Team for further information and guidance, please use the request a call back or make an enquiry option to get in touch.

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Andrew Vernon

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Ayesha Akbar

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Hannah Smith

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Jan Corser

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Jane Hughes

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Julie Burn

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Lauren Jasper

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Margaret Rowe

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Michelle Monnes-Thomas

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Rachel Chambers

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Samantha Roberts

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Sara Thomas

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Suzanne Preston

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Vicky Atkins

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Will Jones

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