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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Meet the Private Client Team
What our customers say
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…
Very pleased
“Very pleased with the overall service”
PC – Google 2
“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…
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.”
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…
eased any worries
“Helen made a very distressing time less stressful, and eased any worries we had”
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.”
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.”
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.”
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.”
quick and efficient compilation
“I thank Helen Greenwood for her quick and efficient compilation of my Will.”
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.