tax advice; estate planning; tax liability; inheritance; jml-law; lulian lee

Inheritance Tax Advice & Estate Planning

We can advise on the Inheritance Tax liability for your estate (if any) and of any mitigation options which may be available to you.

This might include:-

 

  • Using statutory exemptions and reliefs through Wills or lifetime gifts
  • Making use of tax efficient investments or insurance based products
  • Using safe Inheritance Tax schemes through Wills or lifetime planning
  • Optimising the use of Ordinary and Residence Nil Rate Bands through Wills or lifetime gifts

 

 

We can also advise on:-

 

  • Inheritance tax issues relating to specific assets such as the family home, businesses and farms
  • The general principles of Capital Gains Tax in the context of the disposal of particular assets such as your home or your investments
  • Charitable giving and its tax implications (including a reduction in the rate of Inheritance Tax where more than 10 per cent of your estate is left to charity

 

Any advice and/or assistance in this area will be charged at an hourly charging rate of £130 plus Vat, with a quote or fee estimate being confirmed once it becomes possible to estimate the volume of work involved.

 

This excludes any disbursements (i.e. payments to others required to progress the matter), which you will be advised of separately at the earliest available opportunity.

Julian M Lee is an accredited member of Solicitors for the Elderly

JML Law is a regional member of the Certainty National Wills Register

JML Law is authorised and regulated by the Solicitors Regulation Authority (SRA number 614498)

 

Meetings by appointment only

 

© 2018 JML-Law. Created by HappyLifeDesign.co.uk

 

tax advice; estate planning; tax liability; inheritance; jml-law; lulian lee
tax advice; estate planning; tax liability; inheritance; jml-law; lulian lee
tax advice; estate planning; tax liability; inheritance; jml-law; lulian lee