Stratford upon Avon T: 01789 293259
Henley in Arden T: 01564 792261
Cheltenham T: 01242 228370
Birmingham T: 0121 200 0890

Estate planning, tax and trusts

Giving them a secure future is a lot easier than you might think

Lodders’ estate planning specialists can help you to secure their future, from planning for school and university fees through to helping them buy their first home.

In the current financial environment, it is vital that tax affairs are dealt with expertly. With sudden changes occurring, like the unprecedented mid-year rise in the capital gains tax rate in 2010, you need advice that you can trust.  Looking after your future, our principal expertise is in succession and estate planning – with a special emphasis on IHT mitigation ranging from lifetime giving to wills and post-death planning. At Lodders, our clients have learned to trust the consistent specialist tax advice our team provides. Always abreast of changes, we help you to build strategies that address your concerns. On our clients’ behalf, we liaise with colleagues in our business and property departments. By tapping into this pool of expert knowledge, we’re able to provide detailed advice on how to calculate the liability and then mitigate its effects. To find out other services we offer and how we can help you, get in touch with our team.

Our services include...

  • Inheritance tax planning advice
  • Capital gains tax planning advice
  • Taxation of estates

Meet the Team

Martin Green
Senior Partner
Lindsay Porter
Consultant
John Rouse
Partner
Helen Rowett
Consultant
Natalie Smith
Associate

Updates

27 Oct 2017
Private Client solicitor joins ...
Wills, trusts, probate, care and capacity solicitor ...
Martin Green - senior partner at Lodders Solicitors
20 Sep 2017
Chambers new High Net Worth Guide ...
An independent guide to lawyers specialising in working for ...
18 Sep 2017
Lodders pledge support to Farm ...
Lodders are delighted to support the first Farm Succession ...