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 pleased with the help that I received. Thank you. Certainly would recommend.

Mrs G

I have dealt with Paul Fitton both by phone and email regarding advice about getting compensation from a world wide organisation. From the start Paul was professional, knowledgeable, friendly and gave very sound advice too. Plus I won the case. Thank you Paul, very much appreciated

Ms G

Excellent and professional service with clear explanations and guidance throughout. We can thoroughly recommend the firm and in particular Philippa Wright, Head of Wills and Probate.

Mr & Mrs N

A quick, efficient way to ensure your wishes are recorded for end of life. Good advice given and explained in a clear concise manner. Thank you.

Ms E

Michaela was exceptional in both advice and the completion of the will. Michaela was kind, considerate, professional and her manner and personality was one that inspired confidence from the very first meeting, going way above what I expected.

Mrs M

Wonderful service provided by Helen Green – very thorough knowledge. I am extremely satisfied as I was helped through a difficult time when I was uncertain how to go forward.

Mrs C

Michaela went out of her way to make time to see me, gave very good advice and answered any questions I had. Always returned my phone calls and emails promptly. Thank you

Mrs K

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

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