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inheritance tax planning

Inheritance Tax is charged on a person’s estate at the time of their death, but the first £325,000 is exempt – anything above this is taxed at 40%, and additional exemptions may be applicable depending on an individual’s circumstances. It is therefore important to organise your affairs in a way which minimises the amount of tax that your relatives may have to pay.

We can make sure that your Will protects your business interests and secures the family home, as well as advising you on how best to ‘gift’ your wealth to others. Gifts to spouses, civil partners and charities are exempt – but those paid into trust may be chargeable.

Inheritance Tax is not automatically deducted immediately after death. For beneficiaries, there are also ways to reduce the tax payable from the your estate, if services are sought within two years.

To make an appointment to speak to one of our Inheritance Tax experts, Dagmara Kulczykowska, or Ivone Joaquim, please call on 01908 689341 or contact us.


What our clients say:

“I would like to express my appreciation for the very efficient manner in which you have handled this matter for us, and would certainly have no hesitation in recommending Geoffrey Leaver Solicitors”.

For more information about how we can help, you can read testimonials from our private client services clients


CASE STUDY
We advised a client whose father had died, leaving him the sole residuary beneficiary of his estate. The firm prepared a Deed of Variation to the father’s second wife’s will and his father’s will so as to mitigate the amount of capital gains tax paid out on the eventual sale of the property our client had inherited from his father’s estate. We were also able to claim the transfer of the unused nil rate band from the client’s mother’s estate, resulting in no inheritance tax being payable in the father’s estate

The Private Client Services Team

  • Dagmara Kulczykowska Partner
    Private Client Services 01908 689341
    Dagmara is Head of the Department and has many years of experience in all aspects of private client work. Dagmara’s strengths are working with families on very sensitive and emotive matters, providing them with specialist legal advice. She ensures clients are supported but also advised clearly and comprehensively on the legal issue(s) at hand so that they can make an informed decision.

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  • Ivone Joaquim Senior Associate
    Private Client Services 01908 689337
    Ivone is a Legal Executive in the Private Client Services Department and is able to advise in a range of matters relating to the administration of estates, Wills, Lasting Powers of Attorney and Deputyship application.

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  • Zak Barnaville Paralegal
    Private Client Services 01908 689376
    Zak is a highly motivated and experienced Paralegal who works in the Private Client Services team assisting with Estate Administration, Court of Protection, Trusts, Lasting Powers of Attorney and Wills.

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  • Melissa Bright Paralegal
    Private Client Services 01908 689327
    Melissa is an experienced Paralegal working in our Private Client Services department drafting Wills and Lasting Powers of Attorney. She also has a wide range of experience in helping clients with Probate applications, Estate Administration, Trusts and Court of Protection work.

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