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Wills and Inheritance Tax Planning

We understand that discussing wills can be an overwhelming prospect, which is why simplifying the process and approaching it with sensitivity and understanding is paramount to our work.

We ensure that your assets are distributed in a way that accurately reflects your wishes by developing a comprehensive understanding of your estate, as well as your personal needs.

Our extensive private client experience allows us to structure your estate in a way that minimises the impact of taxation on your assets, draft the necessary documents for a legally-binding will, and ensure that your wishes are respected, no matter what occurs in the future, ensuring your family and loved ones are looked after according to your wishes.

A Will is more than a means of setting out how your estate should be distributed after your death – it can be a tool to make sure that your assets are dealt with in a tax efficient manner and in a way that will ensure that the important people in your life are looked after.

We advise people who understand the benefits of planning ahead to ensure that the assets accumulated over a lifetime of hard work pass to the heirs they have chosen, without dispute, and with as little as possible delay or expense, whether death occurs unexpectedly early or in old age.

If you die without a Will then your assets will be distributed in accordance with the statutory rules of intestacy to your closest relatives in strict shares and order of priority, fixed by law, which may well not be what you would have wanted. It is therefore sensible to have a Will which truly reflects your wishes and circumstances and to review this from time to time.

We have advised people with estates ranging from the very large to the very small, with equal care. Our clients reflect the diversity of today’s society, both British and international, and they come from many fields of employment or business activity. Typically they are seeking to protect their families or businesses from unexpected death and in the long run to minimise inheritance tax.

We also offer a Will review service to ensure that the information relating to people mentioned in your Will, as well as any assets, are kept up to date as it is likely that over time, some of the details may change.

Tax Planning

Our comprehensive knowledge of the intricacies of tax legislation ensures that we are able to offer in-depth assessments of your circumstances and expertly tailored advice on managing your assets, in a simplified and streamlined way.

Our private client solicitors are experts in minimising the impact of taxation on your assets under four key taxes – Capital Gains Tax (CGT), Stamp Duty Land Tax (SDLT), Inheritance Tax (IHT), and Income Tax. Our expertise also extends to international arrangements with the necessary skills and experience to tackle complex, cross-border cases involving taxation.

How Fletcher Day can help

All of our private client solicitors provide sound legal advice that will see you through the unforeseen challenges of the future, better protecting your assets, estate and interests in the process.

Find out how our private client solicitors may be able to help you, please send an enquiry.

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Fletcher Day's excellent practice provides good quality, realistic and sensible advice, with particular expertise in the casual dining and retail sectors. - The Legal 500, 2019