Inheritance Tax Planning
Advice on the legal aspects of inheritance tax planning and estate arrangements from solicitors in Billericay, Essex.
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About Inheritance Tax Planning
The inheritance tax position depends on the estate, family relationships and the rules applying at the relevant time. Gifts, trusts and changes in ownership can have consequences beyond inheritance tax. A plan should consider control, access to assets and other taxes rather than assuming a transfer creates a saving.
Key Points
- Review the whole estate and existing lifetime gifts.
- Consider your own financial needs before transferring assets.
- Check current tax rules and obtain specialist tax advice where needed.
How We Can Help
We discuss your estate planning aims and the legal effect of proposed arrangements. We identify where tax calculations or financial advice are needed and help prepare appropriate legal documents, without promising that any arrangement will eliminate tax.
Plan Your Estate
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Monday – Friday: 9:00am – 5:30pm
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Contact our private client team for specialist advice on your inheritance tax planning matter.