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.
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What our customers say
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.”
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…
good clear advice
“Alexandra was very good at giving good clear advice, efficient with our time and able to give us the information we required in simple terms. Thank you for a great service!”
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…
eased any worries
“Helen made a very distressing time less stressful, and eased any worries we had”
HG – Google 5
“Excellent advice and service received from Helen Greenwood regarding Will writing. She put my family at ease, understood what we needed and provided clear professional advice. I would highly recommend Helen.”
extremely happy
“Helen at Rowberry Morris took us expertly through, with great patience, a matter and set of decisions that were very important and complicated for us. She made the issues understandable and brought them to life, we are extremely happy to have resolved what was quite a concern.”
very prompt
“Most helpful at all times, explaining everything well and very prompt. I have confidence it is all correct.”
quick and efficient compilation
“I thank Helen Greenwood for her quick and efficient compilation of my Will.”
help and care
“This was something new for us but we were very satisfied with the way the whole procedure was made easy by the help and care of your company. Thank you. “
most satisfied
“I am grateful for your assistance throughout this protracted Deputyship application process and have been most satisfied with your diligence throughout the whole seven month period. Thank you very much for your help.”
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.