1. Home
  2. |
  3. Expertise
  4. |
  5. Private client
  6. |
  7. Estate planning, tax & trusts

Estate planning, tax & trusts

At Lodders, our expert private client team combines specialist tax advice with sophisticated planning strategies to provide an effective solution to help you secure your family’s financial future, whilst minimising your overall tax burden. Having access to an effective estate planning service and understanding specialist trusts can allow for maximum usage of inheritance and income tax allowances, as well as providing valuable funding for your children or grandchildren’s future, such as purchasing a first home or paying for education.

From the tax-efficient structuring of businesses and landholdings through to strategies to mitigate tax, we can help you protect your vital assets. Our private client lawyers can advise on all types of trusts, family investment companies, and the use of partnerships, LLPs and companies in wealth structuring. We can also provide tax advice on property transactions as well as agricultural and business property relief.

Get in touch
TALK TO LODDERS’ LEGAL EXPERTS

Primary contacts

Whether your concerns are business, personal or a mix of the two, Lodders’ estate planning specialists can help you preserve and transfer your wealth to future generations.

Related

Our other legal services include:

Louise Igoe, Lodders Solicitors, Private Client, Stratford upon Avon
Case Study

Private Client practice tops national legal guide

The Lodders team was named as best in the region.

Read more
1
/
1
team

Meet our estate planning, tax & trusts specialists:

John Rouse at Lodders Solicitors in Stratford, Warwickshire

John Rouse

Partner

Private Client

View Profile
Martin Green, Lodders Solicitors, Private Client, Stratford upon Avon

Martin Green

Senior Partner

Private Client

View Profile
Alana Graham Lodders Solicitor Barrister Tax Specialist

Alana Graham

Barrister

Tax specialist

View Profile
Ian Flavell, Lodders Solicitors, Agriculture Law, Partner, Stratford upon Avon

Ian Flavell

Partner

Private Client and Landed Estates

View Profile
Elaine Morgan, head of Tax and Trusts at Lodders Solicitors in Stratford

Elaine Morgan

Legal Director

Head of Lodders' Tax and Trust team

View Profile
Sarah Hawkins, Lodders Solicitors, Private Client, Stratford upon Avon

Sarah Hawkins

Senior Associate

Private Client

View Profile
John Padget, Lodders Solicitors, Private Client, Stratford upon Avon

John Padget

Associate

Private Client

View Profile
Petros Fountoukidis, Lodders Solicitors, Private Client, Stratford upon Avon

Petros Fountoukidis

Tax Executive

Private Client

View Profile
Lindsey Porter, Lodders Solicitors, Private Client, Stratford upon Avon

Lindsay Porter

Consultant

Private Client

View Profile
Jennifer Russell, Lodders Solicitors, Private Client, Stratford upon Avon

Jennifer Russell

Associate

Private Client

View Profile
FAQS

Questions answered

Not sure that this is the service for you? Take a look at some of our frequently asked questions for more information.

A way of making sure that someone's net worth (finances, property, land, etc.) is protected in the long term and decisions about how these aspects are handled are met.

Effective estate planning and the use of specialist trusts can enable you to maximise your use of inheritance and income tax allowances and provide valuable funding for education or a first home, whether for children or grandchildren.

In the current financial environment, it is vital that tax affairs are dealt with expertly. When 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.

This service can be sought at anytime, and serves as a way for someone to ensure that their assets are protected and dispensed as they wish after their death.

At Lodders, we always keep up-to-date on all aspects of estate planning, tax & trust policies and law changes, ensuring we provide our clients with the most informed and best solutions possible

We specialise in IHT mitigation ranging from lifetime giving to wills and post-death planning.

If someone owns property overseas it makes inheritance tax more complicated and can result in additional taxation.

The UK has double taxation conventions in various countries around the world, which stop this from being a problem.

Relief is available for properties that do not sit in one of the double tax convention countries.

Usually refers to a gift or personal property, items or cash.

A gift of personal property (not land) made by a will.

A gift of property made by a will.

Our experienced private client lawyers combine specialist tax advice with sophisticated planning solutions to help you secure the future for the next generations in your family, whilst reducing your overall tax burden.

Always abreast of changes, Lodders can 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 across the board on how to calculate any liability and then mitigate its effects.

Simply click the ‘Get in touch’ button at the top this page or visit our contact page link below.