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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4.8 218 Reviews

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5.0 84 Reviews

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4.9 4,732 Reviews

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4.8 2,861 Reviews

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4.8 5,551 Reviews

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James Williams

Tagged solicitor James Williams

We used James and his team to sell my grandmother’s house. The probate and managing agent took absolutely ages but the team did a brilliant job trying to sort it as fast and smoothly as they can. They were friendly and patient when I had lots of questions and kept me in the loop throughout.

Review left by D

4.8 85 Reviews

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4.9 2,034 Reviews

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Charlotte Otton

Tagged solicitor Charlotte Otton

Thank you to Charlotte at Slater Heelis LLP for everything she did for my Late Sister's Estate, we were kept up date on everything.

Review left by Frances

5.0 25 Reviews

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Kate Rutherford

Tagged solicitor Kate Rutherford

Kate at Roskilly & Co. came highly recommended to assist with advising on and preparing a deed of variation for my late father’s estate. From our first interaction, Kate was exceptionally friendly, professional, and thoroughly explainied all available options to me. The entire process was completed seamlessly and efficiently. I would have no hesitation in recommending Kate's services to family and friends.

Review left by Jennifer Wright

4.9 1,656 Reviews

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A massive thank you to Liz forest and the team in handling the case in my children's residency order. Liz was so professional throughout the case and helped me every step of the way to winning my case. So professional friendly and amazing all the way through. I couldn't have done it without you.

Review left by Dean

4.8 3,840 Reviews

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Hewitts

4.8 1,064 Reviews

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Stephanie Wilson

Tagged solicitor Stephanie Wilson

Hewitts Solicitors were very professional from start to finish with our business. They sat down with us and arranged a price from the start. Things ran as smoothly as possible and they kept us informed of day to day activities. Wills are not the best of things to deal with especially after losing a loved one, but would like to thank Hewitts Solicitors for all their help and support.

Review left by Robert Ballan

4.9 968 Reviews

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Beverly Davison

Tagged solicitor Beverly Davison

We had Dani Batson helping us with my mother's estate after her death. There was a lot to do and we required probate matters to be dealt with. We cannot fault the service we received and Dani was very helpful & understanding. We were so impressed with the service that we also chose to use David Barney solicitors during the sale of my mother's house. Beverly Davison helped us with this and she was very efficient and helpful also We would highly recommend using David Barney solicitors for a professional and helpful service.

Review left by Lesley

4.5 3,397 Reviews

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