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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 Parkinson Wright with offices in Worcester, Droitwich, Evesham and St Johns 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 Parkinson Wright, 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 on 01905 401 893 to arrange an appointment.

Team members

Jean Newton
Partner - Head of Private Client & Estate Agency - Head of Conveyancing
Worcester, St Johns
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Laura Redding
Partner, Head of Probate & Court of Protection Advice
Evesham
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Alister Eaton
Wills Advisor
Evesham
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Charlotte Todd
Solicitor Wills & Later Life Advice
Worcester
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Cherilyn Ford
Wills & Later Life Advisor
St Johns
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Hilda Edge
Wills & Probate Advisor
Worcester
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Lucy Gilbert
Wills Advisor
Worcester
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News and media

  • News
    • Posted on April 25, 2019
      Historically farming families are notorious for failing to succession plan, and often the intention and the process by which ownership of the farm moves from generation to generation do not align. It is necessary to discuss, plan and implement whilst managing external forces such as divorce and taxation. A failure to plan can have a powerful detrimental influence on the development of a business and at worst leave the farm lacking a successor.
      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 clients, but in a way that’s far friendlier, more accessible and clear-talking than you might expect from a law firm.