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 1,266 Reviews

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4.3 1,569 Reviews

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4.8 1,137 Reviews

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4.8 778 Reviews

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4.9 1,367 Reviews

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4.8 1,146 Reviews

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4.7 1,268 Reviews

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4.9 673 Reviews

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We have found a review that matches your query

Sarah Darby

Tagged solicitor Sarah Darby

Came about this solicitors when my Dad passed away to sort out his affairs and my mums will , others solicitors couldnt fit us in til after easterwhich in my time frame was to long to wait , Sarah Darby was absolutley superb with my mum and with us , she made us feel at ease and simplified the details which i imagined would be a complicated process , the whole team at the Nuneaton office are polite and professional , so much so we did our will aswell . Thankyou and worthy of 5 stars

Review left by Darren

4.8 605 Reviews

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4.8 994 Reviews

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90%

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89%

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4.9 410 Reviews

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James Pantling-Skeet

Tagged solicitor James Pantling-Skeet

I instructed James Pantling-Skeet after a previously unsuccessful hearing at first tier Tribunal. He was able to obtain an Educational Psychology report that clearly identified need, and then ensured that we had a strong case to present to our new Local Authority. Despite the inevitable slow or absent responses to requests for comment, he was doggedly persistent; and was able to negotiate a successful outcome without recourse to first tier Tribunal. He was extremely approachable throughout this process, and kept me updated at all time. James was compassionate, thoughtful, and committed to our case in the most difficult of circumstances; and it is a testament to his tenacity that he was able to achieve a successful outcome for my child. I would recommend him without reservation.

Review left by N Grainger

4.9 656 Reviews

95%+

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95%+

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95%+

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Anna Jane Louisa Neil

Tagged solicitor Anna Jane Louisa Neil

My solicitor (Anna) stopped one of my siblings from trying to take all of the estates monies for herself without sharing it equally amongst the family, she prevented multiple wrongdoings and mishaps, she did this work quickly and efficiently and within the laws of probate, the result was all 7 siblings got the same fair amount and was resolved accordingly, this wouldn't have been achieved if Anna had not been appointed, so would highly recommend 😁

Review left by Lisa

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