Top 10 of 3,713 law firms for Preparation of Tax Efficient Wills, Wills, Trusts & Probate

Law firms ranked by client reviews

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.

Where a solicitor protects your position

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.

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4.4 3,807 Reviews

88%

Value for money

86%

Success rate

86%

Would recommend

4.9 108 Reviews

95%+

Value for money

95%+

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95%+

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4.9 303 Reviews

95%+

Value for money

95%+

Success rate

95%+

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4.6 238 Reviews

93%

Value for money

92%

Success rate

92%

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4.4 535 Reviews

86%

Value for money

87%

Success rate

87%

Would recommend

4.9 168 Reviews

94%

Value for money

95%

Success rate

95%

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We have found a review that matches your query

Cíara Furey

Tagged solicitor Cíara Furey

Needed to update our mirror wills. ( Last done 10 years ago with a different legal firm ). Dealt with two members of staff, Ciara Furey ( Solicitor ) and Beth Harvey ( staff ). Both were always professional, friendly and helpful. Helpfully Ciara explained about inheritance tax ( with was not on my radar), and the tax implications re myself and my partner, who have lived together for 18 years but are not married.For tax reasons we will be considering marriage or civil partnership and understand we will have to make a new will. Will we use Maxwell Hodge in Formby again?, yes we will.

Review left by Ronnie Cunningham.

5.0 300 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

4.9 43 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

315

VC LAW

4.9 364 Reviews

95%+

Value for money

95%+

Success rate

95%+

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316

Rees Page

4.8 79 Reviews

93%

Value for money

95%+

Success rate

95%+

Would recommend

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Bethany Willis

Tagged solicitor Bethany Willis

Bethany provided a very professional, outstanding value for money and an efficicient service from start to finish. Bethany is a very down to earth and approachable person, who genuinely has her clients best interests at heart. She takes time out to get to know her clients while providing a professional service. I've never felt rushed at any meetings in person or over the phone. I would highly recommed Bethany who also shows compassion and will definitely use her services again.

Review left by Harj

4.6 100 Reviews

89%

Value for money

89%

Success rate

86%

Would recommend

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Samuel Jones

Tagged solicitor Samuel Jones

We both found our experience helpful, informative and a pleasure. The process was clear and understanding. A big thank you to Samuel

Review left by Derek & Sheila Bryant

4.9 55 Reviews

94%

Value for money

95%+

Success rate

95%

Would recommend

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Paul Moores

Tagged solicitor Paul Moores

Paul Moores of Matthew & Matthew Solicitors helped me make out my new Will. I basically new what I wanted and who I wanted it to go to but didn't know how to work it out in percentages after inheritance tax and any other expenses. He was kind, patient and did not push me into anything as was the case when I had used another solicitor for my previous Will. Mr. Moores also asked questions which I hadn't thought about which made the Will even clearer. I will definitely us Matthew & Matthew for any other legal advise.

Review left by Georgia Dale-Green

5.0 75 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

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