Understanding the impact of taxes such as inheritance tax is a cornerstone of good estate planning. With an increasingly complicated tax system, both in the UK and abroad, ensuring compliance with your obligations is essential.

We provide an Inheritance Tax planning service that works for you whilst ensuring compliance with your legal obligations. We are experienced in dealing with complicated tax planning including cross border planning. Our provide advice about matters including making sure you have maximised the available Inheritance Tax allowances in your Will, maximising lifetime allowances and making gifts to your children and the next generation.

There is a very close relationship between your lifetime financial planning and Inheritance Tax planning. As a result we often work with financial advisors to ensure that your Inheritance Tax plan works both during your lifetime and after your death.

We can work separately or with your advisers to create a plan that is right for you. We are also able to recommend trusted advisers to work with you.

We pride ourselves on offering a personalised service and you will be allocated your own solicitor who will guide you through the process from start to finish. All of our solicitors are full members of STEP and are considered leading experts in this area of law.

We can meet you at home, our office, your office or any other location to suit you. We also offer meetings by online video (such as Zoom, Skype and Teams) or by telephone.

 

Recommended guides

Inheritance Tax, Trusts, Wills

 

Contact us

Make an appointment

 

Further information

 

Our approach

We offer a personalised approach to Inheritance Tax planning and we create a plan that is unique to you and your own circumstances. Our preferred is to work with your financial advisor to ensure that your Inheritance Tax plan works with your financial plan.

You will be allocated your own solicitor and will have direct access to them. Your solicitor will work with you whenever you instruct Spall Clark Solicitors.

 

How much does it cost

£300 to £1,950

We are not presently charging VAT on our fees

For further information please see our price list

 

How long will it take

In most cases, it normally takes between two and four weeks to complete a Deed of Variation or Disclaimer of Inheritance. However, in urgent cases we can complete the process much sooner.

Inheritance Tax planning reports usually take six to eight weeks to complete.

 

What our clients say about our solicitors

‘Answered my questions in a clear and understandable way’

‘Professional, efficient yet personal service’

‘Most helpful’

We look forward to working with you