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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. Dunn & Baker Solicitors 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 Dunn & Baker Solicitor, 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.

Contact us for a FREE initial consultation and begin planning for your family’s future today.

Team members

Claire Agnew
Solicitor
Exeter
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Dan Pollard
Partner / Solicitor
Exeter, Newton Abbot
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James Pallett
Paralegal
Exeter
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Michael Micklethwait
Associate Solicitor
Cullompton
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Nick Penwell
Senior Partner / Solicitor / Head of Private Client Department
Exeter
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Steven Came
Consultant Solicitor
Exeter
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Why Dunn & Baker Solicitors?

Dunn & Baker Solicitors are part of the QualitySolicitors Network which is the largest network of law firms in the UK, with firms spanning the whole of England and Wales and customer service at the heart of what they do.

We are dedicated to providing the highest quality legal advice and expertise for our clients in a way that friendly, accessible and clear-talking.