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This work covers drafting wills that aim to minimise Inheritance Tax and plan for efficient wealth transfer after death, while complying with current tax reliefs and exemptions. A solicitor in this area will draft or update a will to secure appropriate use of exemptions, trusts, gifts, and the nil-rate band, review asset ownership and beneficiaries, and liaise with executors and Trustees to secure their duties under the will and any associated lifetime planning.
The solicitor identifies the tax-sensitive steps that affect transferable assets and uses legal mechanisms like exemptions and trusts to protect your position; they ensure the will aligns with UK Inheritance Tax rules and the client’s family circumstances, reducing risk of unintended tax consequences and ensuring executors understand their role and powers.
You searched for Preparation of Tax Efficient Wills 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 had our wills updated recently, as well as seeking advice on inheritance tax. Emily Spencer was fantastic, responsive to our needs, and initiated giving good advice and feedback where required. We were not the easiest of clients to track down due to our busy work lives and she patiently nudged us along to get the wills completed. Very pleased with the service we have received from Winstons over the years.
Review left by Jacqui
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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 Jasmin Marshall
We have recently used the Mapperley branch to sort out Grant of Probate and will also be using them for conveyancing. Jasmin Marshall who dealt with the probate was very professional but lovely at the same time. She put us at ease at what was a difficult time for us, and made the whole process much less painful. From start to finish it only took 3 weeks for probate to be granted and during that time we were kept fully informed. I can’t thank Jasmin and the team enough for what they did.
Review left by Phillipa
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Tagged solicitor Ashley Marshall
Wills and IHT review undertaken with Ashley Marshall who is outstanding who is the reason we use Forbes
Review left by Andrew R
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Tagged solicitor Fakhruddin Maimoon
Our solicitor helped support my partner and I through the process of replacing our Wills, POA and reviewed civil partnership vs marriage options with respect to estate planning and impact of inheritance tax etc. Great service and support by Ali and the team of advisors that he brought in for specific questions or advice. The review request does not show potential areas for improvement, so have listed one just here. We have now had multiple services provided by Slaterheelis for property sales/purchase as well as estate planning. In general, each time we have to fill out a new client form - perhaps there is a way to stream line this so as to not be so repetitive, but still allow for each activity to be clearly listed, fees and service acknowledged.
Review left by Adam McLennan
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Tagged solicitor Zahur Chowdhry
Great introduction by Zahur to what we requested, walked us through options, gave us time to digest. The whole process from start to finish was simple. Thank you for the information provided.
Review left by Moazzam Naqvi
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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
Total satisfaction. Appointments were met on time. Conference room ready and waiting. Offered refreshment on arrival. Holiday commitments imposed a timescale which was met efficiently . Thorough coverage of all aspects of my estate leaving me confident that all things were properly covered. I can safely recommend.
Review left by Richard
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Tagged solicitor Sophie Booker
Excellent advice on wills and inheritance tax. Sophie Booker was clear, knowledgeable, and highly professional throughout. Arranging our first meeting was quick and easy, and Sophie responded promptly to our enquiry. She listened patiently to our needs and questions and provided clear, practical advice tailored to our circumstances. Her expertise in wills and inheritance tax was evident, and she explained everything in a straightforward way that gave us complete confidence in our decisions. I would highly recommend Sophie to anyone seeking expert legal advice in this area.
Review left by Maria F
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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 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
