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.

You searched for Preparation of Tax Efficient Wills specialists. Here are related areas of law to help you narrow down your results.

4.9 253 Reviews

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Jonathan Edwards

Tagged solicitor Jonathan Edwards

Thank you for all your help and assistance in dealing with getting probate for my late Fathers estate. Everyone was very friendly + helpful which was such a stressful time.

Review left by Penelope

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Rutters

4.9 440 Reviews

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5.0 268 Reviews

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4.9 54 Reviews

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Julie Brown

Tagged solicitor Julie Brown

All completed without fuss. We had a wonderful conversation about the Welsh alphabet and the translation on my will into Melanesian.

Review left by David Idris,

5.0 124 Reviews

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5.0 208 Reviews

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Elleanor Train

Tagged solicitor Elleanor Train

Elleanor was very professional in her approach to the entire process and shared her legal knowledge in an understandable form. I felt comfortable about asking her any questions or contacting her at any time to discuss different points. She was able to present both sides of a situation to enable me to make informed choices. This was especially the case regarding the Will making.

Review left by Anonymous

4.8 296 Reviews

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Karen Woods

Tagged solicitor Karen Woods

My family and I used Russell & Russell for the sale of our late mother’s property. Karen Woods and her team provided an excellent service. They were supportive, approachable and always responded quickly to questions and queries. The online portal was easy to use and aided the smooth running of the conveyancing. I’d have no hesitation in using their service in the future or recommending them to others.

Review left by Jonathan Crossley

5.0 105 Reviews

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Susan Owens

Tagged solicitor Susan Owens

I recently used Borneo Martell Turner Coulston to write my will, and I couldn't be more impressed with the service I received. From the first meeting, Susan was friendly, clear, and reassuring. Susan's calm, professional approach made what can, for some, be a daunting and emotional process, straightforward and stress-free. Susan explained everything in plain English, answered all questions patiently, and supported ably by Leanne ensured the final document truly reflected my wishes and that every detail was accurate and in line with what I wanted. I appreciated that during the process I felt listened to and respected. I'm grateful to all at BMTC for making the process so smooth. I recommend them to anyone seeking expert, compassionate support on such legal matters. 

Review left by Harry

5.0 25 Reviews

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Charles Ling

Tagged solicitor Charles Ling

The trainee solicitor, Charles Ling was helpful, clear, professional and a pleasure to deal with. He managed the selling of a family, probate property which required considerable co-ordination of diverse parties within a buying and selling property chain. I'd like to thank Charles for his calm approach, whatever was in the offing, and his good humour throughout. I wish you all the very best in your career.

Review left by S. Lowe

4.7 325 Reviews

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Kim Hopkins

Tagged solicitor Kim Hopkins

I would like to thank Kim Hopkins for her help when taking over preparation of my Will. She explained the contents very clearly so I could understand.

Review left by Anonymous

4.9 484 Reviews

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Clare Nichols

Tagged solicitor Clare Nichols

All good thanks and special thanks to Clare Nichols who was exceptional, not forgetting Abigail Pitt who was also very courteous. Much appreciated by my husband and I.

Review left by Beverly Lee

5.0 29 Reviews

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Hewitts

4.9 263 Reviews

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Rebecca EversonSarah Stainsby

Tagged solicitors Rebecca Everson and Sarah Stainsby

I had multiple legal matters to deal with at the same time and after contacting Hewitt's about one of them Rebecca took on my case and I was so impressed with how she dealt with it right from the onset going well above and beyond what I was expecting, so much so that before it had even been concluded I had decided to bring my other outstanding legal matters to Hewitt's (despite having an appointment already booked elsewhere for one). My second matter was delt with by another of solicitor 'Sarah' she also provided a fantastic service and was able to complete mine and my wife's wills within just a few weeks, explaining everything to us and answer all questions along the way. If I could rate the service I've had from these two solicitors and Hewitt's as a whole with 10 stars I would, but as I can't one thing I can and will certainly be doing is using Hewitt's for all my future legal matter going forward.

Review left by Andrew

4.9 261 Reviews

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4.8 43 Reviews

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4.9 56 Reviews

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Scott Walker

Tagged solicitor Scott Walker

Scott supported me when I urgently needed to make a new Will and update to my Power of Attorney . His caring and professional approach at a time of great stress for me was much appreciated. The new documents were drafted and signed within just a few days.

Review left by Anonymous,

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