Inheritance tax, wills and estate planning

Thinking about your death can be a difficult subject, but it pays to make arrangements for what happens to your finances when you die, or if you are no longer able to take care of your own affairs.

Our inheritance tax, wills and estate planning service ensures that you decide how your affairs will be managed and that family and friends will be adequately provided for in the future.

We’ll also use our expertise and experience to ensure you and your family enjoy a financially secure lifestyle in your later years, including planning in advance for the costs of long-term care.

Our services include:

  • Inheritance tax planning
  • Transferring assets, including property
  • Trusts and gifts
  • Powers of attorney
  • Wills
  • Deeds of variation
  • Assisting executors in applying for probate
  • Professional executor services
  • Planning for long-term care

If you want to find out more about any of these services, please contact us.

Latest from our Blog

21 May
2026
The economy is doing better than expected – How will your business be affected?

It is a very strange time for UK businesses at the moment, as the economic forces at play seem to be entirely unpredictable.

20 May
2026
Who can I trust for tax advice? Tax advisers and their new guidelines

There are two things that are certain in this life: death and taxes. So why is it that you hear different tax advice from influencers, …

Read more…

14 May
2026
Is the UK heading for a recession and what does it mean for your business?

Recession is one of those words that tends to stop business owners in their tracks and right now, it is being mentioned more and …

Read more…

13 May
2026
An AI tax in the UK: Revenue raiser or competition risk?

A new headline finding from YouGov this month has found that 47 per cent of Britons would support a tax on work done by AI – …

Read more…

12 May
2026
Why are lower-paid self-employed workers twice as likely to file late taxes?

HMRC has obtained new data from PensionBee and it has revealed a worrying trend about self-employed workers’ tax returns.

7 May
2026
P11D Deadline 2026: What employers need to do now

If you provided any taxable benefits to employees or directors during the 2025/26 tax year, such as company cars, private medical …

Read more…

6 May
2026
Annual Tax on Enveloped Dwellings (ATED): Do you know if you need to file?

The Annual Tax on Enveloped Dwellings (ATED) is one of those compliance obligations that can catch property owners off guard.

5 May
2026
Viral TikToks can boost your business – Are you ready to handle the success?

With a greater awareness of marketing strategies and a growing presence of Gen Z workers, more businesses are turning to TikTok …

Read more…

30 Apr
2026
Grant funding: An untapped source of growth

For many business owners, the conversation about growth funding often begins and ends with debt and equity, but many miss the …

Read more…

29 Apr
2026
Too good to be true? HMRC issues warning on risky landlord tax schemes

HMRC has issued a firm warning to landlords to steer clear of hybrid business model schemes.