Expert advice from Inheritance Tax and succession planning solicitors
Making provisions for your loved ones after you are gone is a fundamental part of managing your estate and assets. Without careful planning, inheritance tax - a duty paid on your estate on death and also during lifetime in certain circumstances - can take a sizable portion of your estate. Charged at 40%, Inheritance Tax is applied to property, cash in bank accounts and personal belongings, foreign assets and, in some cases, even assets you have given away in the last seven years. There are many pitfalls for the unwary!
We work with people from a variety of backgrounds and professions, all of whom have a unique list of concerns and want support with specific issues in relation to their individual circumstances. In all cases we have been able to give them sensitive and practical advice, helping them make informed decisions and avoid those pitfalls to ensure their planning is a success.
Working with us, you can have absolute confidence that you will have an expert team dedicated to achieving the very best outcome for you and your family:
- Everything we talk about throughout the time we spend working together will always be totally confidential
- Our teams are top ranked by legal directories, so you can be sure that you are being guided by specialist experts in all areas of inheritance tax and succession planning
- Our partners and lawyers have decades of experience, an excellent reputation and over the years have built up strong relationships with other lawyers, intermediaries and professional bodies; and
- We have teams in Beverley, Lincoln and York, and work with clients across East and North Yorkshire, Lincolnshire and the East Midlands.