Berlad Graham

Estate Planning

Legal Services near you

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Putting in place efficient estate planning measures to protect your assets and minimise the inheritance tax payable on your estate can seem daunting, but our experts are here to help.

Our specialist Wills, Trusts and Estate Planning Solicitors at Berlad Graham LLP can offer expert advice on the various estate planning options available to maximise your financial position and save on inheritance tax in accordance with the law. We work with individuals, families, and business owners, helping them plan their estate protection more efficiently.

Please call our team today on 0330 175 5655 or make an online enquiry and let us help you.

Inheritance Tax and Trusts Solicitors

Our Wills, Inheritance and Probate solicitors are individually selected for their expertise and approach. Depending on your circumstances, assets and health, the process can vary in complexity. However, our highly skilled team can provide experienced advice and knowledge on inheritance tax rules and the various inheritance tax saving options open to you, including:

Spouse/Civil Partner Exemption.

Charity Exemption.

Agricultural or Business Property Relief.

Gift Exemptions.

Gifts on Marriage.

Maintenance Gifts.

Talk to us today.

Fill out the form and we’ll be in touch.

Solicitor for Inheritance Planning Near Me

Rules surrounding inheritance tax and trusts can be complicated. You should seek specialist legal advice to ensure all options are carefully considered, avoiding potential risks or pitfalls. Our specialist lawyers are based all over the country, as well as in Spain, Dubai, and Israel. We will assess what information is required, consider your circumstances, and ensure your wishes are effectively carried out, and no stone is left unturned.

Along with inheritance tax advice, our estate planning solicitors can guide you through various other asset protection and wealth management options including:

Making a Will.
Trusts and Asset Protection.
International Estate Planning.
Wealth Management.
Succession Planning.
Planning Care Home Fees.
Making a Lasting Power of Attorney.
Setting Up Trusts and Charities.
Creating a Living Will.
Personal Injury Trusts – If you have received personal injury compensation, we can advise on personal injury trusts to protect it from any benefits and care means testing.

You can be assured that we will consider your needs and the strategy required to achieve your objectives. For specialist advice on inheritance tax or estate planning, please get in touch on 0330 175 5665.

Finding a solicitor who can understand your situation and context in your own language can be challenging. Berlad Graham LLP has a strong team of multilingual solicitors who can assist in a variety of legal matters – find out more about our team of Multilingual Solicitors.

Wills

Estate Planning

Lasting Powers of Attorney

Court of Protection & Deputyship

Contentious Probate

Our Team

Raanan Berlad

Managing Partner

Liora Torn-Hibler

Head of Private Client

Hannah Price

Partner

Daniel Brown

Trainee Solicitor

Wills and Inheritance Quality Accreditation

Berlad Graham LLP is proud to hold the Wills and Inheritance Quality Scheme (WIQS) accreditation as awarded by The Law Society. This accreditation demonstrates that:

We have the expertise to deliver Wills and inheritance advice.
We use standardised processes to recognise and reduce risks.
We educate clients about what to expect when buying Wills and inheritance advice.

    
 
 
      Trustindex verifies that the original source of the review is Google. Sam Clifford is phenomenal. True professional in the field, incredible in his communication, really commercial and creative in conveyancing solutions. Wouldn't hesitate to recommend him to anyone - Keep it up fella!
  
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   Henry Hudson 
 11/12/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. Susan from the Cumbria office is by far the best solicitor we've ever had the pleasure of working with. She was polite, courteous and always did what was best for us. When the vendors were trying to bring the completion date forward, and we were not ready, she spoke to the necessary parties and took the pressure off us. Susan was always very clear on what documents she needed from us and when she did receive them acted on them quickly and efficiently. If Susan was going to be on annual leave, she would always let us know, so we are not worried if we cannot reach her or if she does not respond. Just overall, Susan was a dream to work with and, coupled with the very competitive rates offered for the completion of the purchase of our house, we will definitely be looking to work with Berlan Graham and Susan in particular in the future, when we come to sell this property. Thank you for your utter constant professionalism, Susan. Best wishes!
  
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   Georgi Dimitrov 
 16/11/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. Well where do I start? This is the second time I’ve used Claire and Laura (and Alex) from the Cumbrian team. They have been amazing from start to finish! Even on the day before completion when my sellers solicitor went awol, they called me to explain and discussed my options. On completion date they were in contact with me and even now a week after completion they are still helping me with issues I’m having with my sellers.

Thank you so much girls for all of your help and support. Me and Lisa couldn’t have done it without you. You are all amazing!
  
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   Anna Taylor 
 08/08/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. We had heard horror stories about solicitors being unresponsive and unhelpful. Thankfully, Berlad Graham Solicitors do not follow this trend. We worked with Claire Brownlie and were thoroughly impressed by her assistance throughout the entire home-buying process. As first-time buyers, we were unfamiliar with the procedures, but Claire guided us through each step and put us completely at ease.

Claire's exceptional patience and support were invaluable, and I would not hesitate to use her services again.
  
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   Rachel Flinn 
 25/07/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. I instructed BG Law for conveyancing services.  Samuel Clifford was my primary contact.  He was highly professional, easy to contact and provided regular updates.  I was very happy with service levels and would easily recommend.
  
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   Sushy “SC” C 
 07/01/2024
 
 
 
     Trustindex verifies that the original source of the review is Google. Brilliant solicitors. On the ball and efficient. Would recommend
  
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   Lee Taylor-McCormick 
 11/08/2023
 
 
 
     Trustindex verifies that the original source of the review is Google. Claire has been outstanding in handling my case for a house sale. Great communication, always responsive to emails and kept me updated on the process. I didn't need to chase them like I did with previous solicitors and they definitely restored my trust and faith in dealing with the matter so efficiently. It couldn't have run any smoother.
They have been the easiest solicitors to deal with to date and I will be recommending them to friends and family in the future.
  
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   Izzy Mc 
 28/06/2023
 
 
 
     Trustindex verifies that the original source of the review is Google. Taslim has been an absolute godsend for us! Fought in our corner every step of the way and helped us navigate some tricky situations with extremely pushy estate agents. We were first time buyers who had no clue about what to do and Taslim was very patient in explaining the whole process to us. Couldn't recommend enough.
  
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   Agnė Šniukštaitė 
 19/01/2023