Estate & Inheritance Tax Planning

Kerseys has a long tradition of providing legal services to private clients from all walks of life. Our clients appreciate us as a firm that’s large enough to provide the range of expertise required, yet small enough to ensure personal attention.

Estate and inheritance tax planning

Rising property values and increasing numbers of dual-income families have changed the face of inheritance tax. Once the value of your estate rises above the threshold, your family may have to pay 40 per cent tax when you die.

Most estate planning can be incorporated into our wills service, since a will is a useful device by which to exploit all available inheritance exemptions and schemes. For clients whose circumstances are more complex, we can also advise on the mitigation of tax by planning, lifetime settlements and transfers, use of exemptions, schemes of avoidance and trust solutions.

Contact

Peter Awad: profile | peter [dot] awad [at] kerseys [dot] co [dot] uk (email)

Geoffrey Sutton: profile | geoffrey [dot] sutton [at] kerseys [dot] co [dot] uk (email)

Leila Shaw: profile | leila [dot] shaw [at] kerseys [dot] co [dot] uk (email)

Thara Thangavel: profile | thara [dot] thangavel [at] kerseys [dot] co [dot] uk (email)

Nigel Bonham-Carter: profile | nigel [dot] bonham-carter [at] kerseys [dot] co [dot] uk (email)

Laura Parker: profile | laura [dot] parker [at] kerseys [dot] co [dot] uk (email)