Inheritance Tax Planning - Thinking ahead

After you die, your loved ones are left to pick up the pieces. If you have not astutely planned how to manage your finances on your death, depending on the value of your estate, more of your assets may go to the State, by way of inheritance tax, than you would have wished.

Our dedicated team can advise you on how best to mitigate any inheritance tax liability but all will depend on the value of your estate. We will provide you with clear, comprehensive advice on tax planning to ensure you are completely covered.

To discuss inheritance tax contact your local office.

- - Helen Greenwood
  - Partner
- - 01189 812 992
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- - Oliver Campbell
  - Partner
- - 01784 457 655
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- - Alex Webb
  - Associate Solicitor
- - 0118 9812992
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- - Alexandra Wright
  - Associate Solicitor
- - 0118 958 5611
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- - Eleanor Dowden
  - Solicitor
- - 01784 457 655
  - View profile

Testimonials

I would like to take this opportunity to thank Julie so much for all her help. She made my very stressful situation so much easier to bear with her kind approach and reassurance. I was extremely distressed and anxious and Julie explained things clearly and patiently and made me feel so much better every time I saw her. I cannot thank her enough.
I would like to take this opportunity to thank you on behalf of my brother and myself for helping us through this difficult period. You have always been readily available to answer any queries we may have had and have certainly I feel, gone the 'extra mile' to make things as clear and easy as possible for us. Many thanks to Brenda too, who has been most helpful on the phone and over email over this period.
From the beginning to the end, Rowberry Morris far exceeded my expectations. At all times, the advice and help was professional and caring and I was guided through every step with complete professionalism. I would not hesitate to recommend Rowberry Morris’ services.
The people were very nice and polite.
Very helpful and pleasant people – good service.
Very friendly and helpful receptionist.
I felt that my interaction with Rowberry Morris was entirely conducted with professional expertise, courtesy and a very real sense of compassion throughout.
Outstanding service from the first telephone enquiry.
Many thanks to all the staff at Rowberry Morris. Everyone I met and spoke to over the phone were always extremely professional and offered a fantastic customer service.
I want to express my satisfaction to your firm. I am very satisfied with your firm and will recommend them to friends. My special thanks to you Mr Roper, as you did all this work for me so well.