Inheritance Tax Planning

Our expert tax planning team are dedicated to helping their clients ensure that their wealth generates the maximum return for their family. Tax saving strategies and other tools such as lifetime trusts can be highly effective in preserving wealth for your chosen beneficiaries.

We understand that each client will have a unique set of needs and priorities. We work in partnership with you to identify the right strategy for your personal circumstances, whether this takes the form of a well drafted Will, or a more complex solution designed to mitigate tax liability and provide real control over who will benefit from your assets and when.

Trusts still have a key role to play in designing tax saving strategies, particularly where there are businesses or agricultural estates involved. In addition, Trusts are important if you wish for assets to pass directly to children or grandchildren, particularly where they are from a previous marriage. Where assets are being passed to children, you will also need to consider how they will be managed until the children come of age.

Our team have a substantial depth of knowledge around tax, trust and estate planning. We advise both corporate and private clients and draw on expertise from across the firm as needed to provide a fully rounded and comprehensive solution to each clients’ unique needs.

To find out how we can help you to maximise the return for your loved ones, please contact our dedicated team as detailed below. 

 
 

Events & Insights

Inheritance Tax Additional Nil Rate Band

In his Summer Budget, George Osborne trumpeted the arrival of the £1 million ‘nil rate band’ (NRB).  The NRB is the maximum amount everyone can leave on their death without paying inheritance tax (IHT).  But the £1 million is actually per married couple/civil partners and won’t be available fully for another 5 years!

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Richard Crocker

Partner

Richard Crocker is the Head of the Private Client department and works with a team that provides a high quality service in the local area, as well as further afield. He offers specialist advice on a wide range of issues including Wills, lifetime tax-planning and probate.

After graduating from Newcastle University with a history degree, his first career was with British Telecom where he was involved in developing overseas networks and negotiating international agreements. Having decided to become a lawyer, Richard was articled in London with Beale & Company and joined the well­ known firm, Withers LLP, as a solicitor in 1990.

 
 

The Team

Please see details of our team in the scrolling bar below. Click on any image to read full biographies of our team members.

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Testimonials

"A strong communicator and good at establishing relationships with the other side"