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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.
95%+
Value for money
95%+
Success rate
95%+
Would recommend
95%+
Value for money
95%+
Success rate
95%+
Would recommend
