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.

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).

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Our services include...

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

Meet the Team

Martin Green
Senior Partner
Petros Fountoukidis
Tax Executive
Lindsay Porter
Consultant
John Rouse
Partner
Helen Rowett
Consultant

Updates

31 Jul 2019
Lodders Life Issue 6
Welcome to the latest issue of Lodders Life In this, our ...
18 Jan 2019
Partnership agreement would have ...
The risks of not having a written partnership agreement and ...
07 Aug 2018
Inheritance Tax at an all-time ...
With the news that once again, the year to 31st May 2018 ...