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Tax Planning & Inheritance Solicitors

 

Looking after your personal wealth is key to safeguarding your financial future. Partnering with the right legal professional will give you the peace of mind of knowing your affairs are in the best hands, with all procedures carried out correctly and with your interests always the top priority.

Our team of experts at Lanyon Bowdler have many years experience in helping and advising people on looking after what they have accumulated and how they and their families can reap the full benefit from it.

What is tax planning?

Put simply, tax planning means arranging your legal affairs in the most efficient way to minimise your tax obligations. It is a very specialised area and can be a daunting prospect, which is why it’s vital to have a team of experienced professionals on your side.

It all starts with an informal face-to-face meeting where we get to know each other and find out your goals and objectives. We can then set about putting a plan in place which is perfect for you and your family.

Our hope is that we will partner with you on a long-term basis, meaning we will always be aware of your needs and ambitions while fostering a relationship of trust over what we hope will be many years.

How can Lanyon Bowdler Solicitors help?

Our team of specialists can help by advising on tax issues relating to:

  • Setting up a lifetime trust
  • Making lifetime gifts
  • Employing the most tax-efficient way of structuring your finances
  • Capital gains tax liabilities
  • Inheritance tax
  • Drafting a will
  • Self assessment
  • Disposing of valuable assets like shares or property

Everything will be unique to you because we know that everyone’s circumstances are different.

The team at Lanyon Bowdler is highly experienced in dealing with extremely complicated personal and financial affairs.

We can help you avoid the common pitfalls that can so easily catch people out, ensure any tax liabilities are paid without interest or penalty and, as well as planning for the future, can advise on anything you may wish to do with your money now.

Inheritance Tax Planning Lawyers

They say only two things are certain in life: death and taxes. But by planning ahead, you can reduce the amount of inheritance tax which your family will be liable for when the time comes.

Our friendly and approachable inheritance tax planning solicitors can advise you in all areas of financial planning, including the use of trusts, which can help lower the burden of inheritance tax and capital gains tax.

Here at Lanyon Bowdler, we are leading the way with a range of flexible pricing options, including fixed fees and service level guarantees, so you know how much our legal services will cost right from the start.

Contact Lanyon Bowdler Inheritance Tax Solicitors

Give us a call or complete our online enquiry form, to see how our Inheritance Tax Planning Solicitors can help.

We have offices in Shrewsbury, Bromyard, Conwy, Hereford, Ludlow, Oswestry and Telford, so are able to act for clients all over Shropshire, Herefordshire, Mid and North Wales and across the Midlands.

To contact us for a friendly chat about inheritance tax planning, complete our online enquiry form or email our teams directly by using the email addresses below:

Private Client Department (Shrewsbury) email
Private Client Department (Ludlow) email
Private Client Department (Oswestry) email
Private Client Department (Telford) email
Private Client Department (Hereford) email

Legal 500 Recommendation

The team is recognised in Tier Two for the West Midlands in the 2020 edition of The Legal 500, stating "Lanyon Bowdler's team has significant experience of advising on trusts, estate/tax planning and administration, as well as powers of attorney and contentious trust matters."

Contact the Inheritance Tax Lawyers at Lanyon Bowdler

If you would like to discuss any aspects of wealth protection, succession planning or inheritance tax considerations, give our team a call or complete the online enquiry form on the right-hand side of this page

For a friendly, confidential and informal chat about your situation and what you are hoping to achieve. Lanyon Bowdler has a wealth of experience with business families and farm owning families so you can be sure of the best and most relevant advice for your particular circumstances. There is no obligation on you and no charge for our initial assessment. 

By choosing Lanyon Bowdler for any any affairs of estate management, you can rest assured that you have the best legal expertise on your team. Lanyon Bowdler is widely recognised as one of the leading law firms across Shrophsire and Herefordshire. We are committed to providing exceptional levels of client care and will work closely and considerately with you to help find the best options

We have offices in Shrewsbury, Bromyard, Conwy, Hereford, Ludlow, Oswestry, and Telford, so are able to act for clients all over Shropshire, Herefordshire, Mid and North Wales and across the Midlands (including Wolverhampton & Birmingham). As a leading UK full-service law firm, we can represent you wherever you live in the UK.

 

Testimonials

The staff made me feel valued and always took the time to listen to my concerns

- Ms Castell, Shrewsbury

Straight forward and relevant advice relating to Wills

- Mr & Mrs Walton, Shrewsbury

As a charity legacy officer I am used to reluctance from professional executors to communicate. I found him professional yet friendly and efficient at all times - very pleased.

- Cats Protection, Haywards Heath

Personal attention. Good advice.

- Mrs C Bhamra, Shrewsbury

Detailed and up to date knowledge of our case throughout the whole process.

- Mr P Hill & Dr L Hill, Lincoln

Quotes

A very personal service with kind helpful start.

- Dr S Robertson, London

Politeness, clarity of information.

- Mr C Pudge, Worcester

Great communication and persistence with difficult defendant.

- Mr J Partington, Whitchurch

Very good team across many disciplines.

- Woodland Heritage Ltd, Surrey

Communication surrounding my injury claim was excellent with other departments within the firm.

- Mrs L Dowbiggin, Much Wenlock

Latest Case Study

Seaman's Will Upheld

Claire Vale, as associate solicitor in our team of

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