After you die, your loved ones are left to pick up the pieces. If you have not astutely planned how to manage your finances on your death, depending on the value of your estate, more of your assets may go to the State, by way of inheritance tax, than you would have wished.
Our dedicated team can advise you on how best to mitigate any inheritance tax liability but all will depend on your assets and the value of your estate. We will provide you with clear, comprehensive advice on tax planning to ensure you are completely covered and are able to make an informed decision regarding your affairs.
To discuss inheritance tax contact your local office.
Meet the Private Client Team
What our customers say
PC – Google 3
“After I lost my mum the team handled my mums will and the help in sorting out my mother’s assets with great humidity they were kind and very respectfully. I would recommend Rowberry Morris solicitors in Tadley to anyone.”
Sara Sullivan, Legacy administrator
“Can I just say what a pleasure it was to deal with you. Always happy to explain, help, and push things along for us. You understood my time limitations and never made me feel that they weren’t acceptable. I really felt that whilst you were working for the estate you had our best interests at…
Highly recommend
“Excellent service and advice. Explained all options and consequences of decisions in an easy to understand and calm manner. Thank you Helen. Highly recommend.”
excellent service
“I would like to thank Rowberry Morris for an excellent service. The outcome and objectives regarding the drawing up of our Wills were met with outstanding professionalism. I would refer others to your firm without hesitation. Thank you all for your excellent work.”
very prompt
“Most helpful at all times, explaining everything well and very prompt. I have confidence it is all correct.”
HG Google 3
“Helen Greenwood helped my parents to navigate the processes and complexities of will writing and power of attorney nomination ; she was very professional, took time to explain everything and answered all their concerns and queries. We were all very impressed with the service we received and would not hesitate to recommend Helen and her…
Very pleased
“Very pleased with the overall service”
PC Google 3
“Thank you to Alexandra and Amber and the team for great help and support during a difficult time.”
PC Google 1
“The team at Rowberry Morris couldn’t be more helpful and compassionate. From the secretary to the team of solicitors, dealing with my father’s affairs following his sad death in October. They listen with patience and kindness and have made us feel at ease as a family, never making us feel rushed and answering all our…
A very professional efficient service
“Probate was a matter which I had never had to handle before. The whole process of working with your firm was very easy. The advice was clear, deadlines/timescales were met and your staff were polite/courteous and sensitive. A very professional efficient service.”
excellent and patient
“We should like to thank you very much indeed for the excellent and patient way that you have helped us with this. Very many thanks, and very best regards”
very good value
“My father’s estate proved far too complex to deal with at a time when other matters had priority. It was a relief to hand it all over to Mrs Greenwood who took it over and processed everything that was necessary without any fuss or bother. I also felt that it was very good value for the…
Want to know more?
To discuss your own individual private client requirements, please get in touch with our dispute resolution solicitors today. Send us a message below or call your local office.