Inheritance Tax Advice & Estate Planning

Overview

We can advise on the Inheritance Tax liability for your estate (if any) and of any mitigation options which may be available to you.

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More Info

We can advise on the Inheritance Tax liability for your estate (if any) and of any mitigation options which may be available to you.

This might include:-

  • Using statutory exemptions and reliefs through Wills or lifetime gifts
  • Making use of tax-efficient investments or insurance-based products
  • Using safe Inheritance Tax schemes through Wills or lifetime planning
  • Optimising the use of Ordinary and Residence Nil Rate Bands through Wills or lifetime gifts

We can also advise on:-

  • Inheritance tax issues relating to specific assets such as the family home, businesses and farms
  • The general principles of Capital Gains Tax in the context of the disposal of particular assets such as your home or your investments
  • Charitable giving and its tax implications (including a reduction in the rate of Inheritance Tax where more than 10 per cent of your estate is left to charity

Fees

Any advice and/or assistance in this area will be charged at an hourly charging rate of £130 plus Vat, with a quote or fee estimate being confirmed once it becomes possible to estimate the volume of work involved.

This excludes any disbursements (i.e. payments to others required to progress the matter), which you will be advised of separately at the earliest available opportunity.

Testimonials

Very friendly, helpful and accommodating personal service from Julian. We felt informed and assisted at each step of making our wills. Refreshingly good

Client from Hindhead

Julian provided a very professional and comfortable service; we needed that as making a will is not easy; He provided advice and information appropriate to our needs: and made clear the legal implications of our wishes – families are complicated and his advice helped to make sure we looked after our needs and our wishes when we are deceased

Client from Borden

I have used Julian for advice and also to act on my behalf for family litigation services. Very clear and easy to work with. Polite and professional.

Client From Pulborough

Have a Question?
Please ask away

julianlee@jml-law.co.uk

01798 872100

Sandy Lodge, London Road, Coldwaltham,
Pulborough, West Sussex RH20 1LR

Open Weekdays from 11am-5pm
By appointment only

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Information

Julian M Lee is an accredited member of Solicitors for the Elderly
JML Law is a regional member of the Certainty National Wills Register
JML Law is authorised and regulated by the Solicitors Regulation Authority (SRA number 614498)

© 2020 JML-Law