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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4.9 827 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

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Laura Ruffell

Tagged solicitor Laura Ruffell

Recommended by my colleague to use Laura and WGA for our Wills and tax planning. Text book service in all regards. Already recommended to others. I should also add that Laura’s approach to our matter was first-class delivering both professionalism and personality - a rare find!

Review left by Anonymous

4.9 120 Reviews

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4.8 60 Reviews

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95%+

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Patrick Brennan

Tagged solicitor Patrick Brennan

Patrick Brennan and his team have given me an excellent service. Concise and clear advice, always responsive, highly professional.

Review left by Anonymous

4.9 175 Reviews

95%

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4.9 459 Reviews

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5.0 73 Reviews

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Hayden Bain

Tagged solicitor Hayden Bain

I had the unfortunate task of dealing with the executry of my late sister who passed away suddenly. In a time when I was not in a good place and struggling to cope with the legal and emotional aspects, Hayden was a beacon of support and professionalism. From the outset, he was exceptionally patient and understanding, guiding me through every step with clarity and compassion. His thorough knowledge and attention alleviated much of the stress I was experiencing. Hayden not only managed the legalities with the utmost competence but also provided invaluable advice on what needed to be done, making a difficult time much more manageable. I cannot recommend Hayden highly enough for anyone in need of a dedicated and empathetic solicitor. His support was instrumental during a challenging period, and I am immensely grateful for his service.

Review left by Jacqueline

4.9 312 Reviews

94%

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95%+

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95%+

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Andrew Milburn

Tagged solicitor Andrew Milburn

From the initial discussion about the case, Andrew Milburn was first class. Very professional, courteous and easy to talk to. I am very happy to recommend Levi Solicitors to family and friends. Thank you.

Review left by Marcia

4.9 530 Reviews

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4.9 151 Reviews

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95%+

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Alex Parris

Tagged solicitor Alex Parris

We found the process very easy. We had a fairly simple will so did not need too much advice. We had only a handful of meetings before the actual wills were signed. No complaints whatsoever.

Review left by Graham Spauins

5.0 250 Reviews

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4.9 159 Reviews

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Hannah Chapman

Tagged solicitor Hannah Chapman

Hannah was informative, efficient and approachable throughout the matter. They listened to our wants and needs and were able to portray that effectively in our Will.

Review left by Anonymous

4.9 111 Reviews

94%

Value for money

95%

Success rate

95%

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Sarah Begley

Tagged solicitor Sarah Begley

Sarah Begley was the solicitor who helped my husband and myself sort out our dear friends will and probate. She explained in detail what the process would be and how long it would take. Sarah was able to help us with a difficult situation and dealt with the problem quickly and efficiently. Nothing was too much bother for her and she kept us informed every step of the way. I would definitely recommend Sarah Begley and Martin Tolhurst solicitors.

Review left by Sue

5.0 90 Reviews

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4.9 350 Reviews

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Gregory John

Tagged solicitor Gregory John

Good clear advice with various options described with benefits and drawbacks clearly set out Simple language provided in a friendly professional manner

Review left by DAVID FIELD

5.0 80 Reviews

95%+

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95%+

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95%+

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Faraz Manzur

Tagged solicitor Faraz Manzur

We were very impressed with the whole setup of Sweeney Miller and especially with Faraz who was friendly and professional also. The costs were discussed before the process started and didn't change throughout. The process of making the will was explained from the start and was straightforward. In the final meeting, Faraz explained the will point by point and we were in no doubt about matters.

Review left by Niall

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