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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4.3 233 Reviews

87%

Value for money

85%

Success rate

90%

Would recommend

5.0 34 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

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Stuart Hudson

Tagged solicitor Stuart Hudson

Extremely efficient and professional service provided. Clear communications. Friendly staff. Nothing too much trouble. Greenwoods made the whole process stress free and are to be highly recommended.

Review left by Nigel Ward

4.9 38 Reviews

93%

Value for money

95%+

Success rate

95%+

Would recommend

5.0 93 Reviews

95%+

Value for money

95%+

Success rate

95%+

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4.7 23 Reviews

88%

Value for money

89%

Success rate

86%

Would recommend

4.9 166 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

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Esther Janalli-Brown

Tagged solicitor Esther Janalli-Brown

I would highly recommend , I used Esther Brown for wills and probate. I found her to be extremely knowledgeable, helpful and she was also experienced with dementia patients . Great communication , listen to our needs, would used again .

Review left by Miranda

4.8 258 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

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Charles Dibley

Tagged solicitor Charles Dibley

xcellent service from start to finish. The process was described in detail from the beginning and all questions and emails were answered fully and quickly. Work was. Completed at a reasonable price. I would recommend using this company.

Review left by Paula

5.0 287 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

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David Mulholland

Tagged solicitor David Mulholland

We contacted Sherrards for assistance with a Lifetime Will Trust in respect of my late father's estate. David Mulholland was extremely knowledgeable and efficient. He took us through the registration process step by step. Any queries we had were dealt with promptly and satisfactorily, and the matter has now been concluded. We would definitely recommend.

Review left by J

5.0 202 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

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Annmarie Jones

Tagged solicitor Annmarie Jones

I have recently had the good fortune of dealing with Annmarie Jones (Head of Private Clients) with regards my late aunts Estate. I personally found Annmarie to be very helpful and friendly. She would keep us updated, take the time to explain things when clarity was needed, she would respond to any enquiries in a helpful and timely manner. I would have no hesitation in recommending her or working with her again.

Review left by Sue Hawke

4.9 448 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

5.0 289 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

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