Estate Planning - Tax Advice

Estate Planning – Tax Advice

Estate planning is essential to make sure your wealth is protected for you and your family. By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future. Our solicitors can help with estate planning services like: 

  • Wills – advising on, drafting, and executing.

  • Inheritance tax planning – ensuring your loved ones receive the full benefit of your estate.

  • Trusts – setting up and administering trusts to manage money, property, or investments for specific people or purposes.

  • International estate planning – making sure your estate is not subject to tax in multiple jurisdictions.

  • Wealth management – advising on investments and wealth-holding structures.

  • Succession planning – planning for the future so your business continues to thrive.

  • Planning for care home fees – ensuring your assets aren’t depleted in later life.

Our team offers the full range of legal and tax expertise you need to help you plan effectively for the future. We’re experienced in dealing with complex estates, often with international elements. Estate planning is not just about reducing tax, it’s about giving you peace of mind for the future, knowing you’ll have enough after retirement and your loved ones will have the financial support they need. Every family is different and every estate is unique. We understand this and work with you to tailor a bespoke service to your needs.

For more information, or to book an appointment with Sobea, please call us on 01527 892949