Inheritance Tax Planning

Thinking ahead

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

valued help

“Very many thanks for your valued help in this matter.”

quick and efficient compilation

“I thank Helen Greenwood for her quick and efficient compilation of my Will.”

PC Google 2

“Explained everything clearly. Treated with respect.”

Cheerful welcome

“I had a cheerful welcome at reception and was introduced without waiting to the advisor I looked for and felt relaxed at finding the answers to all my worries and queries, and the work was promptly done.”

very prompt

“Most helpful at all times, explaining everything well and very prompt.  I have confidence it is all correct.”

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!”

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.”

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.”

PC Google 3

“Thank you to Alexandra and Amber and the team for great help and support during a difficult time.”

Private Client – RS

“You can expect a professional and friendly service from the team at Rowberry Morris. We are very grateful for their helpful assistance in ensuring that we gave careful thought to the issues before making our wills and powers of attorney. Their professional advice in an employment matter was very also much appreciated.”

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…

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.