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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I am very glad that I found your office and especially Helen Green. I enjoy dealing with people who know what they are doing.

Mr S

Grace Kennedy was friendly, professional and knowledgeable. Updating our wills was a very smooth and efficient process.

Mr W

The service and communication provided by Michaela throughout the process of dealing with my mum’s estate has been exemplary.

Mr E

Excellent customer service and attention to detail by Mr Hartley. Would certainly recommend to family and friends.

Ms Y

Pleasure to do business with McHale & Co. Everything is thoroughly explained, whatever questions we asked. Easy to make contact, we as a family have dealt with your company before and cannot fault any part of our dealing with yourselves.

Mrs L

Helen was excellent. Very clear in her explanations of options and implications of decisions made in our wills.

Mr & Mrs T

A big thank you to Grace Kennedy who went the extra mile and provided me with lots of information regarding making, signing and checking the process for me and after signing a list of use points and information. Excellent customer/client care.

Mr S

I feel that the people employed within this firm really listen and respond accordingly

Mrs S

Many thanks for your assistance with everything (Helen Green), you’ve made it all seem a lot more manageable at a difficult time.

Ms W

Helen, can I just thank you for the professional and thorough way in which you have dealt with this matter and your advice has been very welcome at times. Worth every penny for peace of mind.

Mr L

Extremely helpful and considerate. Very attentive . Nothing was too much trouble from the first phone call to receiving a hard copy of the will. Couldn’t have asked for more. I would not hesitate in recommending you to friends and family. A fantastic service all round. Thank you Michaela.

Mr M

I would like to thank you (Paul Fitton) for your most professional guidance and advice, I appreciate the effort and time you devoted to my issues on this subject.

Mr S

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