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Inheritance Tax (IHT) compliance covers helping business and private clients manage IHT liabilities on estates, gifts and trusts. A solicitor in this area assesses exposure to IHT, drafts or revises wills and lifetime gift plans, sets up or reviews trusts, and coordinates with executors to administer estates in line with HM Revenue & Customs requirements. They prepare and submit IHT forms, advise on exemptions and reliefs, and handle communications with HMRC to secure an accurate settlement.
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Would recommend
We have found a review that matches your query
Tagged solicitor Sion Roberts
Mr Roberts was brilliant. He was incredibly helpful in regard to our primary requirements and also in regard to subsequent related and unrelated matters. Thank you
Review left by Anonymous
