Inheritance
Tax Planning
Protect your assets for future generations
With decades of experience, our inheritance tax planning lawyers are dedicated to providing tailored and expert advice to individuals and families seeking to protect and manage their wealth for generations to come.
Whether you are seeking to make gifts in your lifetime, establish trusts, or create a comprehensive estate plan, our lawyers will work closely with you to understand your unique needs and goals and develop a personalised plan to help you achieve them.
We understand the complex and evolving nature of tax laws and regulations, and as a leading law firm, we are committed to staying ahead of the latest developments to provide you with the most effective and cost-efficient strategies for mitigating inheritance tax liability. We can ensure you feel confident about every step of the way.
We can assist with all of your estate planning needs, from writing a will and setting up a trust to effectively minimising the impact of inheritance tax through a variety of strategies and mitigating any potential challenges and disputes that may arise throughout the process. We provide specialised services for all, from individuals to farmers and business owners. No matter what your individual circumstances are and what unique assets you may have, we offer a personalised service designed to provide you with a solution which brings peace of mind and security.
Our core estate and wealth planning services
Why Choose SE-Solicitors
Understanding
With our belief that people and relationships really do matter, we’re focused on understanding you and your world more deeply. Our comprehensive inheritance tax and estate planning services are designed to provide peace of mind and security, ensuring your wishes are respected.Expertise
By harnessing our collective skills, knowledge, and depth of expertise, we support you to manage the unique complexity of your personal and commercial interests in a smarter way.Insight
Naturally strategic, we’re able to see the bigger picture, solve problems and realise opportunities more effectively. We ensure that we spend the time to help you to navigate your future clearly.Agility
Always responsive, with a solution orientated mindset, we get to the heart of all types of matters fast, enabling you to reach positive outcomes more quickly.Meet our Team for Inheritance Tax Planning
Get in touch
Let us know your legal needs, complete the form to tell us your requirement and we shall respond to you with how we can help.
FAQs
Your questions answered. Take a look at some our frequently asked questions about reducing inheritance tax.
Lifetime gift giving, within your personal allowance, is an easy way to help reduce the rate of inheritance tax you will pay. These lifetime gifts are tax exempt transfers, meaning you will not need to pay any inheritance tax, as long as you survive 7 years after the date of transfer. From three years, taper relief will apply to your gift, meaning less inheritance tax will be paid with each passing year. This allows you to gift a small lump sum within your allowance to any beneficiaries you wish.
Inheritance Tax Planning Posts
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What happens when a Will goes missing?
A well-drafted Will can provide peace of mind for the testator (the person making the Will) and those they will eventually leave behind….
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Rise in Will Disputes Highlights Growing Challenges in Estate Planning
Rise in Will Disputes Highlights Growing Challenges in Estate Planning In 2023-2024 the amount of disputes over wills in England and…
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The importance of a legally drafted Will
The number of reports on probate disputes in the national news is increasing. In December 2024 The Times reported on the case of Leigh…
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“Impossible Tax”
On 19 November 2024 an estimated 20,000 farmers rallied around Whitehall to voice their anger at the Government’s inheritance tax (IHT)…
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Assisted dying – shortening death, not ending life
“Assisted dying – shortening death, not ending life?” The recent case of Morris v Morris and the publishing of the Assisted Dying for…
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Highly Commended for the Private Client Firm of the Year (Boutique) Award
Last month our leading Private Client team were recognised for their excellence in the recent British Wills & Probate Awards….
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Farmers’ Betrayal – changes to the Agricultural Property and Business Property Reliefs
Suffice it to say, the Government’s much-discussed autumn budget has left farming circles in dismay, with some taking to social media…
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Property Gifts to Children
A gift of property to a child, under the age of 18 years is not a simple gift, the law (recognising that not all of us are ready to make…
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The Importance of Considering Digital Assets in your Will
In an increasingly digital age, we lead more and more of our lives online. Despite this, very few people consider their digital assets…
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Assisted Dying – Lord Faulkner’s Private Members Bill and the Forfeiture Act 1982
The ethical debate surrounding assisted suicide is long standing, complicated and immotive and particularly since Esther Ransom’s…
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The impact of using unregulated firms for will writing, trusts and estate planning services
The recent decision from the Financial Conduct Authority that it has no power to intervene to recover the losses for many people who were…
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Lasting Powers of Attorney: Have you protected your future?
Arranging Lasting Powers of Attorney (LPA) for Finance and Property and for Health and Welfare helps you prepare for your future. These…
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