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Inheritance tax planning

We know that matters of inheritance evoke strong feelings. Our clients want to minimise their inheritance tax exposure, but they also want to ensure that particular assets are passed on to the right people.  

Longmores has worked in this field with many different types of client and in the face of often rapidly changing legislation, for some two centuries.

Where a family business, large investment portfolio or land ownership is involved, issues around inheritance and inheritance tax can become complicated. We help you cut through this complexity.  We ensure you apply for the right level and type of tax relief and structure your inheritance planning in a sensible, tax efficient and legally compliant way.

Where appropriate, our team of experienced private client lawyers work closely with, or can introduce you to, accountants, specialist tax advisers or valuation experts to ensure you are getting the best advice possible.  We can also set up and help to administer Trusts where this approach may be appropriate in managing the tax liability of your estate.

The Longmores team help across all stages of inheritance tax planning, including:

  • Advising on the best approach to structuring and drafting wills to minimise inheritance tax liability on your estate
  • Advising on setting up and providing ongoing administration for trusts to protect your assets for future generations in a tax efficient manner
  • Working with valuation experts or accountants to provide evidence to contest HMRC claims of underpaid inheritance tax
  • Advising on capital gains tax issues arising on such planning.

 

Examples of our work:

Simplifying inheritance tax planning for a complex family business structure.

Advising on appropriate tax planning for a landowning family.

Inheritance tax planning for the owners of a family run business.

 

Related Services:

Wills Trusts Powers of Attorney

Wealth Preservation  Probate and administration of estates Contested Probate 

Older and Vulnerable Clients

Richard Horwood

Partner and Head of Private Client

Charles Fraser

Senior Solicitor and Head of Older and Vulnerable Client team

Alastair Liddiard

Senior Solicitor specialising in Wills, Trusts, Probate and Powers of Attorney

Bernard Flanagan

Solicitor specialising in Wills, Trusts, Probate and Powers of Attorney

Paulette Jones

Trust Manager

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Richard is very approachable, always willing to help and makes sure things are done in a timely manner. I would have no hesitations in recommending Richard and thoroughly enjoy working with him on mutual clients.
  • Managing Director, wealth management
  • About: Richard Horwood
I have introduced Richard to a number of clients and each time he has delivered a very high quality of advice, in a very personal and professional manner. He is very approachable, always willing to help and makes sure things are done in a timely manner. I would have no hesitations in recommending Richard and thoroughly enjoy working with him on mutual clients.
  • Managing Director, wealth management
  • About: Richard Horwood
Richard is extremely well organised and has been a pleasure to do business with. He has been extremely helpful and is clearly well experienced in his field. I would very much recommend Richard.
  • Solicitor, Bristol
  • About: Richard Horwood
Richard has provided legal work for my severely disabled brother – his attitude, service and integrity in the manner that he dealt with my brother was first class. I recommend Richard and Longmores 100%.
  • Coach, Hertfordshire
  • About: Richard Horwood
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