Inheritance Tax Planning and Wills

To speak to someone about tax planning or to arrange a meeting with one of our experts, please contact us.

Our tax and estate planning lawyers are experts in family wealth planning and will work closely with you to advise on the options available to you to mitigate your inheritance tax liability, both during your lifetime and after you have died.

We take time to get to know you and your family, and tailor our advice to your long-term objectives, whether from a succession perspective, preventing family conflict or considering steps to protect your assets, whether they are based in the UK or offshore.

We recognise that each family is different and this is reflected in our bespoke and pragmatic approach to our advice.

We will work closely with your other professional advisors, such as your accountant or independent financial advisor (IFA), to ensure that our advice fits in with your family’s aims and to maximise the options available to you.

Making a will is the cornerstone of estate planning and provides an opportunity to ensure that your assets are distributed in line with your wishes on your death, whilst achieving this aim in a tax-efficient manner.

All of our wills are bespoke and range from those that are fairly straightforward to those that deal with extremely detailed and complex requirements. Many include trusts to ensure that they are as tax efficient as possible.

Our team regularly deal with large and complex asset bases, including those based in foreign jurisdictions.

 
 

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