Inheritance Tax and Trusts

Trusted Solicitors in Inheritance Tax and Trusts

Inheritance Tax Advice

Our team will take the time to understand you and your family circumstances. They will consider your wishes and put together a plan for you to execute during your lifetime with the aim of reducing the amount of inheritance tax that will become due on death. We have an experienced and skilled team that can advise you of your options and the associated risks, thereby enabling you to make fully informed decisions, thus avoiding unexpected surprises in the future.

Trusts

Trusts can be used as a vehicle to provide lifetime gifts. They can help you preserve your assets whilst moving them outside your taxable estate and ensure that they are directed to those you wish to benefit, on terms that you are able to dictate. Our team can advise you which type of trust would suit your objectives and prepare the relevant trust document for you. We will advise you of the tax consequences of these trusts and the current requirements to reduce your inheritance tax liability. We will also advise you who the best people might be to manage the Trust (Trustees).

Trusts can give your Trustees the ability and discretion to make decisions based on the circumstances that present themselves, to benefit your chosen beneficiaries. This can be helpful for disabled beneficiaries and troubled relationships with family members and minors.

Inheritance Tax and Trusts
"We are content that our future has now been assured."
"We are most grateful for the attention that you’ve given to the estate and her wonderful legacy to us.”
"Good efficient service and on budget."
"Friendly, approachable staff throughout making the whole process enjoyable. Thank you."
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Our Specialists

Our legal teams have a genuine passion for what they do. Their specialist knowledge is an absolute given and they take pride in working with clients to help them achieve the results they seek in their professional and personal lives.

If you have any questions please don't hesitate to contact us.

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Contact Berry & Lamberts Solicitors

We are here to help you. You can either use the numbers below, fill out this contact form or email us at enquiries@berryandlamberts.co.uk and we will make sure you talk to the right person.

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Contact Numbers

TUNBRIDGE WELLS 01892 526344
SEVENOAKS 01732 460565
PADDOCK WOOD 01892 833456

Inheritance Tax and Trusts