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Post-death tax planning covers how to manage the tax implications after someone dies, principally inheritance tax and related duties, while organising the estate and trusted arrangements to protect beneficiaries. A solicitor helps by tailoring strategies around available reliefs, exemptions and make-up solutions like deeds of variation, gifting strategies, and using trusts to manage liabilities. They prepare and review documents, coordinate with executors and beneficiaries, and liaise with HM Revenue & Customs and probate offices to implement the plan.
The plan targets the timely and compliant settlement of the estate, with attention to deadlines for IHT forms and probate. A solicitor’s role includes explaining duties, ensuring valid elections and elections for reliefs, and guiding the process through the Court-based probate procedure and HMRC checks, while safeguarding beneficiaries through proper administration and record-keeping.
You searched for Post Death Tax Planning specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Jenna James
Jenna was thorough helpful and kind. She took time going through all the details of the tricky parts .
Review left by Kay
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Tagged solicitor Emily Spencer
We used Winstons to sort out our late fathers life interest trust. Emily was brilliant...very efficient, organised and knowledgeable. It was a complicated issue to us but Emily dealt with it quickly and efficiently...taking away the stress for us.
Review left by Mary
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Tagged solicitor Rhiannon Cape
My wife and both had wills drafted and the process was made easy by a highly professional, competent and friendly solicitor. Excellent communication throughout and very good value for money.
Review left by Keith
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Tagged solicitor Annaliese Barber
Excellent service we knew we had to do a will and LPA but didn't have a clue how to go about it our family had delt with these solicitors before so we thought we would give them a go, have to say very good choice. Our solicitor helped us and advised us every step of the way and also we received great value for money. Thanks for all your help. We would highly recommend.
Review left by Steven and Linda
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Tagged solicitor Nelissa Hicks
Following the death of our mother, we sought advice, guidance, and help with the probate and potential inheritance tax processes... We were not disappointed. From start to finish, Nelissa Hicks and Rothera Bray solicitors have provided a super-professional and speedy service. We'd recommend anyone, regardless of position and requirements to your needs, engage with them at the earliest opportunity, as we will do so again in the future.
Review left by Trevor Flanagan - Writer
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Tagged solicitor Ashley Marshall
We want to say a huge thank you to Ashley Marshall for all the work he has done in preparing our complicated Wills, and especially for his patience with us. We had an initial idea of what we wanted to achieve and Ashley's advice and knowledge helped us to realise those achievements - and more. We are very happy with the outcome!
Review left by Dee
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Tagged solicitor Melodie Shelton-Heath
After the decision to make a will- thank goodness we went to Howells & saw Melodie. She was so lovely, efficient, professional and very mindful while dealing with a very personal delicate subject. Very happy with the easy way the wills were done & I will highly recommend this firm and the way Melodie put us at ease and answered lots of questions putting us at ease. Thank you again for a wonderful service with the added bonus of a house visit.
Review left by PT
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Tagged solicitors Alketa Kola and Umar Khan FCCA
From first contact right through to conclusion I was kept fully informed about what stage of process we were in. I am highly impressed with the level of professionalism and would recommend this firm to friends and family, Umar Khan and Alketa Kola at Farani Taylor.
Review left by Anwar Hussain
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Tagged solicitor Fakhruddin Maimoon
Ali has been fantastic. We previously went to another company who prepared our Wills and Powers of Attorney. The documents were incorrect and the service was awful. We were recommended Slater Heelis and in particular Ali. Ali gave us detailed advice and prepared new documents. The communication was great and everything was completed quickly. Thank you, Ali.
Review left by M & L Gresty
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Tagged solicitor Sophie Palk
I found everyone very friendly and helpful. I was made to feel very welcome. Sophie was so nice and made me feel at ease. Very pleased all round.
Review left by Myra Duncan
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Tagged solicitor Charles Smalley
I had a very good experience using Charles Smalley at Poole Alcock to sort out my mothers affairs. He talked me through the process of what was required, what |I needed to do, what information he required and the costs involved. It was not a straightforward case as it also involved my aunt's estate but Charles kept me informed of the progress throughout. Hearing back from HMRC took time regarding overpayment but thankfully it is all now complete.
Review left by Anne
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Tagged solicitor Sophie Booker
Apppreciation for your patience regarding changes and for your clear advice. Efficient and very plesant to deal with. I would definitely recommend.
Review left by Monica
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Tagged solicitor Kasey Cannon
This company provided a good service when dealing with my late daughter's divorce, distribution of estate and conveyancing of house sale, most respectful!
Review left by Anonymous
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Tagged solicitor Bronte Pettifer
We are so grateful to Bronte for her help, support and understanding with our difficult situation in claiming the inheritance left to us by our late grandmother. She guided us through the process professionally and advised us on the best way forward at all times. A huge thankyou, we’re so grateful we got the resolution our grandmother would of wanted.
Review left by Laura
