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).

    Contact a specialist

    Name (required)

    Telephone (required)

    Email (required)

    Your enquiry

    Our services include...

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

    Meet the Team

    Martin Green
    Senior Partner
    Alana Graham
    Barrister - Tax specialist
    John Padget
    Associate
    Lindsay Porter
    Consultant
    John Rouse
    Partner

    Updates

    02 Jul 2021
    Family Investment Companies - an...
    Our expert speakers Alana Graham and Kim Klahn examine how...
    26 Apr 2021
    What should you do if a beneficiary...
    When someone dies they leave an estate that must be...
    14 Apr 2021
    Window of opportunity for tax...
    Farmers and landowners should think sooner rather than...