Estate Planning and IHT legal advice in London

Estate and Inheritance Tax Planning Solicitors

Our goal is to help clients minimise their inheritance tax exposure, whilst also ensuring their wishes are implemented and assets protected from third parties.

We provide a bespoke service to match each client’s individual needs. Regardless of the complexity we ensure you get the best and clearest advice and options on available tax relief and to structure your inheritance planning in a tax effective, practical, and legally safe way. We can work closely with your existing advisors and provide introductions to a number of specialist accountants and wealth advisors.

By proactively planning your estate, you can:

• Maximise your wealth – effective estate planning helps you make the most of your money now and in the future.
• Minimise inheritance tax – reduce the tax burden on your estate, allowing more to pass to your beneficiaries.
• Protect your family – ensure your assets are distributed according to your wishes, avoiding potential disputes and delays.

What we do – Key Estate Planning Services

• Wills – we ensure your assets are distributed as you wish, avoiding the complexities of intestacy.
• Inheritance tax planning – mitigating the impact of inheritance tax through strategic planning and tax-efficient strategies. This can include lifetime giving and considering whether pensions and life insurance policies should be written ‘in trust’ so that pay-outs may not form part of the estate.
• International estate planning – we are experienced in dealing with complex cross-border assets and international tax laws.
• Tax planning – we advise, often in conjunction with other experts, on optimising your tax position through expert advice on capital gains, income tax, and business reliefs.
• Trusts – to protect assets for future generations and potentially reduce inheritance tax. We arrange efficient and effective corporate structures and lifetime or will trusts and provide ongoing advice and administration to protect assets for later generations in the most tax efficient manner.
• Lifetime giving – we advise on tax-efficient ways to make gifts to family or charity during your lifetime.
• Family business succession – legal advice on structuring for IHT and CGT efficiency for family businesses, large investment portfolios or complex land ownership.
• Lasting Powers of Attorney – appointing trusted individuals to manage your financial affairs if you become incapacitated.
• Care home fee planning – advice on protecting your assets from potential care home fees through careful planning such as ensuring any jointly owned properties are not owned beneficially as joint tenants.