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.

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6 May
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1 May
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30 Apr
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24 Apr
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From 31 March 2026, HM Revenue & Customs (HMRC) will permanently close its free online service for filing Company Tax Returns …

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24 Apr
2025
Top Cumbrian accountants respond to fresh dip in business confidence as tax burden bites

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