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
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. “
quick and efficient compilation
“I thank Helen Greenwood for her quick and efficient compilation of my Will.”
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 prompt
“Most helpful at all times, explaining everything well and very prompt. I have confidence it is all correct.”
PC Google 2
“Explained everything clearly. Treated with respect.”
valued help
“Very many thanks for your valued help in this matter.”
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.”
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 pleased
“Very pleased with the overall service”
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.”
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.”
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.”
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.