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Inheritance and tax planning

Planning ahead for when you die allows you to set out clearly who should get what from your estate. QualitySolicitors can help you think through your plans and their financial impact. Our aim is to ensure that your loved ones are cared for when you no longer can.

Planning for life after your death may be difficult. However, it is simply taking care of your family in the future. Your estate will be subject to Inheritance Tax thresholds and other matters. Planning now allows you to consider reliefs and exemptions. Having a Will ensures people know how to share out your estate exactly as you planned for it to be and that this is done in a financially sophisticated way.

Taxes are one certainty in life. And they apply in death too. Tax planning involves thinking about your home, the value of any investments, trusts and the making of gifts to limit any tax implications. At QualitySolicitors, we understand the rules and implications of these decisions. We make a complex area of law and financial planning simple and use plain English to make certain you understand any decisions made.

Arrange an appointment with your local QualitySolicitors branch and begin planning for your family’s future today. Call us on 01912 836 413 to find out more.

Team members

Jane Hucknall
Principal
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News and media

  • News
    • Posted on May 22, 2017
      The phrase Dementia Tax is the one being applied to the Conservative Party’s proposals for the funding of Social Care, if as seems likely they are re- elected on June 8th.

      The current position is that a person going into residential care must leave their home to obtain the care they need and the care is very expensive. This justified the forced sale of the main residence. Thousands of people every month are forced to sell their homes to pay for residential care under the current scheme.
      Read more...
    • Posted on May 22, 2017
      The phrase Dementia Tax is the one being applied to the Conservative Party’s proposals for the funding of Social Care, if as seems likely they are re- elected on June 8th.

      The current position is that a person going into residential care must leave their home to obtain the care they need and the care is very expensive. This justified the forced sale of the main residence. Thousands of people every month are forced to sell their homes to pay for residential care under the current scheme.
      Read more...
    • Posted on July 10, 2014
      In 2013 the current Government announced planned changes to be introduced as early as 2016 to “help the elderly keep their homes”.
      Read more...

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QualitySolicitors is the largest network of law firms in the UK, with local law firms spanning the whole of England and Wales and customer service at the heart of everything we do.

We are dedicated to providing the highest quality legal advice and expertise for our customers, but in a way that’s far friendlier, more accessible and clear-talking than you might expect from a law firm.