3 Inheritance Tax reviews
What Inheritance Tax clients highlight
- excellent communication
- kept informed
- efficient and speedy
- friendly and helpful
- Speaks
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Compare the best Inheritance Tax solicitors and lawyers in Bath, ranked by verified client reviews: 15 law firms, updated 29 October 2026.
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Inheritance Tax covers what a person’s estate pays on death or on certain lifetime gifts. A solicitor in this area helps executors and beneficiaries by calculating the tax due, identifying reliefs and exemptions, and organising the submission of the necessary paperwork to HM Revenue & Customs. Practitioners also advise on planning to reduce tax liability, draft or update wills and trusts, and handle complex asset valuations and transfers that affect the charge. In practice, this work is shaped by deadlines, the structure of the estate, and the need to secure correct tax treatment for beneficiaries.
3 Inheritance Tax reviews
What Inheritance Tax clients highlight
1 Inheritance Tax review
What Inheritance Tax clients highlight
2 Inheritance Tax reviews
What Inheritance Tax clients highlight
“I made an initial email inquiry at 1030am and by 315pm I was chatting with Tim. He had a wealth of knowledge of this specialist area and offered really great in-depth advice. ”
3 Inheritance Tax reviews
Leads the Inheritance Tax team
Rebecca Beresford
Partner & Head of Private Client
Works with Rory McFarlane
“Dealing with Mogers was a joy, everything we got from them was clear, sensible and thoughtful. Having dealt with two other estates and different firms of lawyers, I found Mogers to be much more knowledgeable on complex areas such as inheritance tax, and provide much better and more accurate financial information. They are a top class firm and great value for money.”
Your solicitor
Jonathan Hall
Head of Wills, Trusts and Probate
Rankings are worked out mainly from client reviews: the ratings clients give and how recent the reviews are, with reviews about Inheritance Tax counting most. We also take into account how much of a firm's work is in Inheritance Tax.
Twice a week, every Thursday and Sunday, so new reviews are reflected quickly. This list was last updated on 29 October 2026.
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We have ranked 15 law firms for Inheritance Tax in Bath, listed in order on this page.