McHale & Co > Solicitors for You > Wills, Probate & Estate Planning > Estate Planning

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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Very conscientious, responsible and friendly. We are very pleased and full of admiration for your diligence, kindness and professionalism.

Mrs G.P

Kind and courteous attention, combined with knowledge and expertise.

Mr & Mrs T

Excellent, friendly and efficient service. Would use again.

Mr G

Everything went smoothly and this is mainly due to the pleasant service, professionalism and helpfulness of Grace Kennedy who steered us through our LPA and wills update.

Mr and Mrs L

Grace was very professional and an asset to your company.

Mr P

Always good advice and easy to talk to.

Mrs A

So relieved to receive such good advice and feel like a weight has been lifted from my shoulders.

Ms S

We were delighted with all aspects of the service.

Mr L

We thank Grace, Marta Grzelak, Helen Green and Kasia for their help, support, commitment, and sometimes consolation – for empathy. We managed to overcome the language barrier and legal procedures. And everything was possible thanks to the wonderful Angels from the law firm.

Despite the fact that the administration has officially ended – you will all remain in our memories and hearts for a long time.

Ms H

First class service, advice and support from Michaela at Mchale & Co. Definitely recommend.

 

 

Mr N

A big thank you for Marta Grzelak.
Couldn’t have asked for more. I would not hesitate in recommending her to friends and family. A fantastic service all round.

Ms J

The legal advisor Zakkiya Azad was kind, patient and understanding at all times.

Mr L

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