Tax and Estate Planning

Effective tax planning is essential for anyone with assets worth over £325,000. Our Tax and Estate Planning team provides expert guidance on understanding your potential inheritance tax liability and ways to mitigate this, including:

• Lifetime giving, including setting up family trusts;
• Investing in tax-efficient assets;
• Varying an inheritance to the next generation;

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Seeking early advice is crucial to ensure that your plans align with the legal timescales associated with these matters.  We offer a straightforward “health-check” to assess whether you and your family may be subject to inheritance tax in the event of your death.  Meetings can be arranged at our Saxmundham or Woodbridge offices, and all advice is fully tailored to your individual circumstances.

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We also provide advice on care home fee planning and local authority funding.
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We have a fully-accredited member of Lifetime Lawyers (https://lifetimelawyers.org.uk/ ), who are specialists in supporting vulnerable and older people with legal advice.