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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.

Want to know more?

Our Free Initial Assessment gives you the chance to talk with one of our experts so you can find out how we can help. There’s no charge and no obligation whatsoever.

Call us on 0121 514 5279 and we’ll arrange your Free Initial Assessment at a time convenient for you

Team members

Gary Davison
Managing Director
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Angela Craig
Chartered Legal Executive
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Julie Cadbury
Solicitor
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Richard Dundee
Solicitor, Head of Private Client
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Why QualitySolicitors?

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.