Estate Planning and Asset Protection

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.

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.

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.

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.