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Inheritance Tax Planning

Tax planning is essential and the use of trusts can be instrumental in this.  The advice we offer will assist you in all areas of financial planning and help reduce Inheritance Tax and Capital Gains Tax.  The advice we offer can help ensure that everything will go much more smoothly for your family and friends at a time of loss.

The Private Client department offer a Free 30-minute initial consultation.

Further information and contact details

For further details please contact Edward Rees (Solicitor and Head of Department) on 01743 280280  or call ourShrewsbury office on 0800 652 3371. 

To contact one of the departments, please click on the email address below:

Private Client Deparment (Shrewsbury) email
Private Client Department (Wellington) email

To find out more about our teams in Shrewsbury and Telford, please click on the team link. 

 

Very professional premises, staff and paperwork – excellent service  
Miss K Jones
Shrewsbury
Even though our contact was concerning dry legal matters Sue had enough time to have a personal side and show great customer care  
Mr D Mitchinson
Durham
Immediate response to my request for help, personal attention and all matters were quickly resolved and put in hand  
Mr G A Carswell
Shrewsbury
…easy to discuss problems and legalities explained in understandable terms  
Mr R Onions
Whitchurch
Everyone was pleasant and welcoming and also very nice office surroundings  
Mr and Mrs Ford
Walsall
We have always found all the staff we have come into contact with, easily approachable, friendly and knowledgeable with no pressure on the appointment  
Mr and Mrs Holloway
Shrewsbury
Very detailed and expert work combined with a friendly atmosphere  
Mr and Mrs Head
Telford
Professional and friendly approach  
Mr and Mrs Martin
Shrewsbury
Sue Harris was a most pleasant lady who gave advice in a most courteous, constructive and informative manner  
Mr and Mrs Parry
Newport
The friendly reception and expert advice offered  
Mr and Mrs R Hodson
Telford
How nice the staff were, very pleasant atmosphere  
Mrs A R Verrall
Staffordshire
Always excellent performance. Will always use and have recommended Lanyon Bowdler  
Mrs P Matthews
Halesowen
Everything, very pleasant and friendly helpful staff  
Miss D Brockway
Telford
Andrew spent a great deal of time understanding our situation and then gave us valuable advice  
Mr Bolton
Telford
Response times – very quick  
Mr and Mrs Coulthard-Jones
Shrewsbury
Overall competence and responsiveness  
Mr and Mrs Crawcour
Shrewsbury
Competent, professional and clear - the service was good and efficient  
Mr and Mrs Bloomfield
Market Drayton
A first class wills service  
Mr & Mrs Hughes
Telford