Lifetime Tax Planning



Lead Contacts

Nicola Weldon

Partner, Solicitor & Head of Private Client

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Michelle Lamm

Michelle Lamm

Partner, Chartered Legal Executive

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Careful planning

If your estate is worth more than the Inheritance Tax free allowances available to you, what lifetime tax planning steps can you take to reduce or avoid a tax bill?

Inheritance Tax planning is the cornerstone of our Estate Planning service. Our Private Client team can explain the basis on which inheritance tax is payable and how your family’s tax burden may be reduced through careful planning.

We understand that each client will have a unique set of circumstances and we work in partnership with you to identify your goals and set up an appropriate strategy for achieving them.

We can help with the following

  • Advising on how best to make lifetime gifts
  • Trusts
  • Inheritance and Capital Gains Taxes
  • How to take advantage of the complex web of IHT reliefs and exemptions
  • Advise you on Wills can be used to reduce the tax burden
  • Holding joint meetings if you have other advisors involved with your financial affairs to ensure joined up thinking
  • Recommending financial advisers, if you want to invest in IHT saving products
  • Succession planning: through Wills
  • Business planning: working with commercial advisers to ensure your business interests and personal affairs work together
  • Retirement planning: helping you to plan for the future

Get in touch

If you have any enquiries please contact any one of our specialist team who would be pleased to advise you on your options. You can also contact your lawyer individually from ‘Our People’ using the link below.

Our People

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