Estate Planning General Advice

We appreciate that estate planning can be a difficult aspect of UK law to comprehend, and we provide straightforward and practical legal advice across this topic. It is imperative people have all the information they need when planning for their future, and our personalised approach provides the peace of mind people need to move things forward in the best way for their circumstances.

Liability for inheritance tax

When reviewing your potential liability for inheritance tax, you should be aware of the following issues:

  • Annual exemption
  • Regular gifts or payments that are part of your normal expenditure
  • Small gifts
  • The seven-year rule – ‘potentially exempt transfers’
  • The importance of keeping records
  • Trusts

Expert advice

Our team of specialist solicitors is well versed in dealing with all matters relating to estate planning, and is happy to answer any questions you might have about this sometimes tricky area of law. 

Testimonials

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Hassle free service, just give them the facts they require – let them get on with it – Simples

Mr C

Malcolm, I really appreciate what you have done and can’t thank you enough with how you have dealt with this! We’ll fill in the attached customer satisfaction form and reflect how impressed and pleased we are.

Mr P

Very happy to have come here, especially dealing with Helen Green

Mrs L

Thanks for the work of your staff led by Maria. I would like to highlight the contribution of Nadya & Leona in these transactions. While Maria is often the one in the sunshine so to speak, it is through the background work performed by these two that allows this to happen.

Mr S

I have been completely satisfied with help given by Helen and feel that my affairs are now in safe hands.

Mr G

I would like to thank Charlotte for being so friendly and helpful.

Mrs A

Everything was great Michaela. Thanks!

Mr P

I would like to praise Adam Cohen with the way he has looked after both me and my wife. He has been very thorough and helpful with us.

Mr & Mrs C

A very professional and friendly service from Helen using clear plain English that is easily understood.

Mr B

Excellent, friendly service from Helen Green. Very happy with the outcome.

Mr O

I warmly recommend Helen Green for her efficient, speedy, relevant, comprehensible response and whole manner in dealing with the difficult issue of probate.

Anon

We’d like to thank Michaela for all her help with our Wills, she provided us with a very good service.

Mr H

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