Inheritance tax planning

Preserving your family’s wealth and ensuring that as much of it as possible is passed on as you wish, and in accordance with current HMRC guidelines, is essential in planning for the future. However, it can also cause immense stress.

Effective inheritance tax planning can minimise the impact of taxes on your estate, giving you peace of mind that your beneficiaries will not incur an unexpected and unwelcome bill. At Owen White Catlin, our inheritance tax lawyers will deliver a bespoke service that puts the future welfare of your family above all.

Our inheritance tax planning services include:

• Inheritance tax planning
• Charity donations
• Lifetime gifts

We appreciate that inheritance tax planning can be a complex and daunting area of law and that you may have deeply personal reasons you may have for seeking advice. Our approachable, practical service is here to help you make informed decisions, ensuring that your loved ones receive the full benefit of your estate.

We have a comprehensive understanding of tax law and can promise a thorough, precise service. Our expert solicitors are committed to providing tailored solutions, taking you through the current exemptions and reliefs available to ensure your tax planning complies with HMRC guidelines while also ensuring the best possible solution for your family.

Talk to one of our inheritance tax planning solicitors today

Don’t hesitate to get in touch with us if you have any questions regarding inheritance tax planning or any other plans for the future. You can reach us by using our easy online enquiry form or by calling us on one of our office numbers directly. Our team of solicitors are ready to provide bespoke advice whenever you may need it.

Why work with our inheritance tax planning solicitors?

Our expert Inheritance tax planning team is proud to offer our support and services to families across the community of South West London, Surrey and Middlesex. Our specialist, practical guidance will help you comfortably navigate inheritance tax planning, ensuring that your legacy is secured whilst saving you time, money, and stress.

We have solicitors who are proud members of the Society for Trust and Estate Practitioners (STEP), so you can feel confident that you're supported by a specialist who understands inheritance and succession planning in accordance with the current law and will deliver a solution that always has your family’s best interests at heart.

We understand that preparing for the future requires both trust and careful planning. We’re committed to providing thoughtful, transparent solutions that help you feel reassured in your decisions, knowing they reflect your priorities and protect those you care about. We value open communication highly and welcome your input at every corner, meaning our solutions will be tailored to your personal circumstances.

Our fees are outlined clearly from the start, so there are no unwelcome surprises. Should any additional expenses come up, we will let you know immediately. We believe in making quality legal support accessible to everyone and, as such, offer various funding options, including fixed fees and hourly rates, depending on the complexity of the case.

If you have questions about funding or any other aspect of inheritance tax planning, please reach out. We’ll outline your options fully to ensure that you make the best choices. No matter when you need our help, you’ll find friendly, experienced solicitors ready to provide the highest quality guidance.

Our inheritance tax planning services

Inheritance tax planning

Planning for inheritance tax is a vital part of securing your legacy. It allows you to set measures to minimise the tax burden on your estate, ensuring more of your assets reach the people who matter most to you. While these decisions can feel overwhelming, our solicitors offer expert advice, guiding you step-by-step to ensure your plans are legally sound and reflect your wishes with clarity and precision.

We understand the importance of making thoughtful decisions to protect your wealth for future generations. Our inheritance tax planning team approach each client’s specific needs with respect and sensitivity, helping you make informed choices to secure your family’s future backed by our comprehensive tax knowledge.

Estate planning

Comprehensive estate plans are essential to safeguard your assets and are an infallible method to ensure they are distributed according to your wishes. Whilst establishing a structure to protect your estate can feel like a complex task, our expert solicitors will ensure that each step is clearly communicated and most aligned with your wishes.

Charity donations

Planning for charity donations within your estate can be a meaningful way to leave a lasting impact. They allow you to allocate a portion of your estate to causes you care about deeply, creating a legacy beyond your lifetime that you know will have a positive impact. Our solicitors can provide expert guidance to ensure your intentions are fulfilled, and you can feel confident about the future of your assets.

Lifetime gifts

Incorporating lifetime gifts into your estate plans can be a thoughtful way to share your assets with loved ones while reducing potential inheritance tax obligations. However, this approach may appear daunting given the degree of complexity required to ensure all gifts are legally compliant. Our expert advice will guide you through the gifting process, ensuring your plans are comprehensive and clearly reflect your wishes.

Talk to one of our inheritance tax planning solicitors

Don’t hesitate to get in touch with us, should you have any questions regarding inheritance tax planning or any other plans for the future. You can reach us by using our easy online enquiry form or by calling us on one of our office numbers directly. Our team of solicitors are ready to provide bespoke advice whenever you may need it.