Inheritance tax planning solicitors

Protecting your family’s wealth through effective estate planning.

Inheritance tax planning can help you understand your options for protecting your assets and passing wealth on to future generations.

Our experienced inheritance tax planning solicitors provide practical advice on trusts, estate planning and available tax reliefs to help you make informed decisions about your family’s future.

Whether you are planning ahead during your lifetime, preparing your Will or considering how best to provide for future generations, our team can guide you through the options available.

Speak to our inheritance tax planning solicitors today for advice tailored to your circumstances.

What is inheritance tax planning?

Inheritance Tax (IHT) may apply where the value of an estate exceeds the available tax-free allowances.

Careful planning during your lifetime can help you understand potential tax liabilities and consider ways of protecting assets for the people and causes that matter most to you.

Our team can advise on:

Available inheritance tax reliefs and exemptions
Lifetime planning
Trust structures
Passing assets to future generations
Protecting vulnerable beneficiaries
Business and family asset planning

How trusts can help with estate planning

Trusts can be a valuable tool when planning how assets should be managed and passed on.

Depending on your circumstances and objectives, a trust may help you:

Protect assets for future generations
Provide for vulnerable beneficiaries
Manage inheritance for younger beneficiaries
Support family members in specific circumstances
Protect assets where beneficiaries have financial difficulties

Whether a trust is created during your lifetime or through your Will, our team can explain the options available and help you understand the implications.

How our inheritance tax planning solicitors can help

Our dedicated team can advise on:

Inheritance tax planning, including relevant reliefs and exemptions
Creating trusts during your lifetime or through your Will
Trusts for vulnerable beneficiaries
Personal injury and CICA trusts
Trusts to support school fee planning
Trusts for children or beneficiaries from previous relationships
Protecting beneficiaries experiencing divorce, financial difficulties or receiving means-tested benefits

Every family’s circumstances are different, which is why we provide tailored advice focused on your objectives.

Why choose Prettys for inheritance tax planning?

Prettys has extensive experience advising individuals and families on Wills, trusts, probate and estate planning.

We understand that discussions around inheritance and family wealth can be sensitive. Our approach combines specialist legal knowledge with clear, practical advice designed around your circumstances.

Our commitment to quality client care is recognised through the Law Society’s Lexcel quality mark.