Tax Planning

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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 liabilities. We can ensure you feel confident about every step of the way.

Why Choose SE-Law


With our belief that relationships really do matter, we’re focused on understanding you and your world more deeply.


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.


Naturally strategic, we’re able to see the bigger picture, solve problems and realise opportunities more effectively.


Always responsive, with a solutions orientated mindset, we get to the heart of the matter fast, enabling you to reach positive outcomes more quickly.

Meet our Team for Inheritance Tax Planning

Lucy Gordon, Private Client Director at SE Solicitors
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Lucy Gordon

01295 204000
Liliana Tomasulo, Senior Associate at SE Solicitors, Private Client
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Liliana Tomasulo

Senior Associate
01295 204144
Tom McInerney, Private Client at SE Solicitors
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Tom McInerney

Senior Associate
01295 204092
Julia Routen, Solicitor at SE Solicitors, Residential Property
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Julia Routen

01295 204012
David Endicott, Private Client, SE Solicitors
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David Endicott

01295 204023
Kristina Dunne, Private Client, SE-Solicitors, Bicester
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Kristina Dunne

Senior Associate
01869 222304
Aimee Bowles, Private Client at SE-Solicitors
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Aimee Bowles

Probate Executive
01295 204029

Get in touch

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