Top 10 of 331 law firms for Lifetime Tax Planning, Private Client Law

Law firms ranked by client reviews

Lifetime Tax Planning covers how to arrange finances during a person’s life to reduce income tax, capital gains tax and inheritance tax liability, while keeping options open for future needs. A solicitor practising this area helps structure gifts and settlements, set up and manage trusts, optimise pension arrangements, utilise available exemptions and reliefs, and plan for sensible ownership of assets to suit changing circumstances. It is shaped by tax rules, thresholds and time limits, and by family or business needs.

What a solicitor handles in these matters

A solicitor handles the detailed provisions and structures: gift regimes and potential seven-year or other relevant gifting limits, use of trusts (bare, interest in possession, discretionary) and their ongoing administration, lifetime reliefs such as the nil-rate band and residence nil-rate band, Pension Flexibility rules, and interactions with income and capital gains tax. They coordinate with tax advisers, review asset ownership, consider business relief where applicable, and ensure compliance with reporting duties to HM Revenue & Customs.

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4.9 1,499 Reviews

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Eleanor Robinson

Tagged solicitor Eleanor Robinson

My wife and I chose to appoint Rotheras to prepare two mirror wills only because they were local and not through any prior recommendation. We were so pleased that we did. The service provided by solicitor Eleanor Robinson and paralegal Anna Guy was prompt throughout, truly excellent in content and coverage, highly professional in every way and yet very friendly and supportive. Nothing was too much trouble and they made the process very easy for us. We would have no hesitation whatsoever in recommending them.

Review left by Peter

4.9 23 Reviews

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4.9 17,872 Reviews

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4.9 64 Reviews

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4.8 2,876 Reviews

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Andrew LancasterNicole Wong

Tagged solicitors Andrew Lancaster and Nicole Wong

Having recently worked with Nicole Wong on a property sale I would like to say that the detail and promptness in communication has been exemplary. I can’t commend her efforts enough. In whatproved to be a rather difficult and challenging transaction, Nicole has worked tirelessly to do everything in her power to push it forward and work in the best interests of her client. Despite the obstacles, Nicole’s professionalism and diligence remained outstanding from start to finish. I highly recommend!

Review left by Anonymous

4.9 1,003 Reviews

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Tom Johnson

Tagged solicitor Tom Johnson

We have just obtained Grant of Probate and Tom Johnson dealt with our case. Tom was extremely approachable, professional and kept us updated every step of the way. I would recommend Tom to anyone. I would happily use Tom again. (Review submitted November 2021.)

Review left by Sarah

4.9 619 Reviews

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4.9 714 Reviews

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4.9 546 Reviews

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4.9 1,314 Reviews

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Judith Wheeler

Tagged solicitor Judith Wheeler

Judith handled the sale of my late mother's house on behalf of the family. She was patient and professional in the face of long delays on grant of probate which was not being handled by Thomas Flavell. She gave great advice throughout and communicated jointly to ensure that both executors were fully up to speed. Very tenacious at the end when further unexpected delays with the buyers cropped up unexpectedly. These were resolved as rapidly as possible. Great service and would definitely recommend.

Review left by MG

4.9 1,543 Reviews

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Alison Teasdale

Tagged solicitor Alison Teasdale

Purchased my home using HSR LAW after previously using them for administration of a will using Louise Rudkin. That process was seamless, professionally done and stress free. The purchase of my home was carried out by Louise Appleyard this was carried out very efficiently and in a really fast time. Louise was always on hand for any enquiries I had. She was always polite and friendly. I would recommend HSR Law for both conveyancing and legal issues.

Review left by Paul

4.8 1,280 Reviews

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4.8 463 Reviews

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4.9 831 Reviews

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4.9 421 Reviews

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Hegarty

4.9 2,342 Reviews

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