Inheritance Tax Planning

Our Personal Legal Services solicitors advise upon all aspects of inheritance tax planning and related matters. 

How we can help

Without proper inheritance tax planning, your family could potentially be faced with a large tax liability when you die, considerably reducing the amount your loved ones may receive from your estate.

If you die and your estate is worth over a certain amount, your beneficiaries may be liable to pay inheritance tax at 40% of the value of your assets over and above that amount. 

By taking advice from our Personal Legal Services lawyers on inheritance tax planning,  you may be able to mitigate inheritance tax and/ or capital gains tax, keeping your assets within your family, providing for your children long term, protecting your assets upon a partner’s re-marriage or from the risk of a beneficiary’s bankruptcy or divorce.

Our Personal Legal Services lawyers also provide our clients with advice in connection with care home fees, enabling us to assist you with ways in which you can protect or ‘ring fence’ your assets for your surviving spouse or for your children.

Our Personal Legal Services Team

Maureen
Solomon
Head of Department & Consultant Solicitor
Maureen graduated from Manchester University with a Law Degree and qualified as a solicitor in 1976…
Lisa
Fay
Consultant Solicitor
Lisa graduated from the University of Bath with a BSc in Business Administration in 1997 and subsequently studied for her Postgraduate Diploma in Law and Legal Practice Course at Nottingham Law School…
Alasdair
Chamberlain
Solicitor
Alasdair graduated from Southampton University in 2015 with an LLB (honours) Law Degree…
Alina
Tarlev
Solicitor
Alina graduated from the University of Brighton in 2014 with an LLB (Hons) Law Degree with Business…
Matthew
Pady
Solicitor
Matthew graduated from the University of Law in Guildford where he completed both his LLB (Hons) Law Degree and went on to complete the Legal Practice Course in 2020…
Katie
Joad
Chartered Legal Executive
Katie qualified as a lawyer through the Chartered Institute of Legal Executives, which is assessed at honours degree level, in 2017……
Chelcy
Lee Baclayon
Solicitor
Chelcy graduated from Brunel University London in 2020 with a degree in Law before completing her Legal Practice Course (LPC) in June 2021….
Lucy
Drury
Trainee Solicitor
Lucy graduated from Reading University in 2019 with a degree in Philosophy and Politics…
Andrew
Hinks-Finney
Paralegal
Andrew graduated from Bournemouth University in 2023 with a degree in Law…

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