I would like to thank you so much for the care you have taken since first meeting Mum and me last October. I am so glad you met her because it made it much more personal and I would strongly suggest that people do that with their parents. It made such a difference to Mum that you had made the effort to meet her. What a shame it ended so soon after that meeting. Thank you for your professionalism, prompt replies and attention to detail.

This includes advice on Inheritance Tax planning and Capital Gains Tax, in life and upon death.

Tax planning can come into a wide range of family situations during your lifetime and upon death. These can include will writing, making lifetime gifts, leaving your house to your children and also inheritance tax.

Alongside the preparation of a will we can assist you with tax planning, including inheritance tax and capital gains tax planning – to prevent you paying unnecessary tax.

It is a complicated area and our main concern always is for you, our client, to make sure you receive the best possible advice for your situation.

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Get in touch

For help with your query, please call Sue Chappell or Karen Slatter in our wills, trusts & probate department.