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Strategic Inheritance Tax Planning: Expert Guidance from Dedicated Solicitors

Our inheritance tax solicitors, stationed in Chester and Shrewsbury, offer comprehensive counsel on various tax intricacies, encompassing inheritance tax, capital gains tax, and income tax, alongside the diverse taxation frameworks governing trusts. For those seeking expert guidance on inheritance tax planning, our inheritance tax solicitors near me are readily available to assist.

With a focus on practicality and precision, we're here to steer you toward the most tax-efficient strategies for structuring personal transactions. Whether you're navigating complex estates or contemplating trust management, our inheritance solicitors are dedicated to safeguarding your assets and preserving your legacy for generations to come.

Contact us today to discuss your requirements.

Inheritance tax and capital gains tax planning

Availability of lifetime and death allowances and the complex rules involved, including the inheritance tax changes introduced in 2015. This includes the setting up, administration and winding up of lifetime trusts or those created under Wills.

Joint ownership of property

Reviewing the joint ownership of assets and advice on the necessary steps to ensure that the ownership arrangements reflect the clients’ wishes and are compatible with their intentions in their Wills.

Disposal of personal assets

Advising on the tax implications of disposing of personal assets and the rules applicable for both outright transfers and transfers into trust.

Agricultural and business assets

Availability of agricultural or business property relief from inheritance tax and restructuring assets to secure the maximum relief available.

Key Contacts

Clive Pointon

Clive Pointon

Partner | Head of Wills, Trusts & Tax | Notary Public

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Lynda Richards

Lynda Richards

Wills, Trusts & Tax Partner

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