Estate planning, tax and trusts

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

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. 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.

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

To find out more about Lodders’ Private Client legal services, please fill in the enquiry form below or contact a member of our team on 01789 293259 (Stratford upon Avon) or 01242 228370 (Cheltenham).