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.