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ESTATE PLANNING, TAX & TRUSTS
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Whether your concerns are business, personal, or a mix of the two, Lodders’ estate planning specialists can help you preserve and transfer your wealth to future generations.
Related to Estate planning, tax & trusts
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Estate planning, tax & trusts team
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Estate planning, tax & trusts FAQS
Questions answered
Not sure that this is the service for you? Take a look at some of our frequently asked questions for more information.
A way of making sure that someone's net worth (finances, property, land, etc.) is protected in the long term and decisions about how these aspects are handled are met.
Effective estate planning and the use of specialist trusts can enable you to maximise your use of inheritance and income tax allowances and provide valuable funding for education or a first home, whether for children or grandchildren.
In the current financial environment, it is vital that tax affairs are dealt with expertly. When looking after your future, our principal expertise is in succession and estate planning – with a special emphasis on IHT mitigation ranging from lifetime giving to wills and post-death planning. At Lodders, our clients have learned to trust the consistent specialist tax advice our team provides.
This service can be sought at anytime, and serves as a way for someone to ensure that their assets are protected and dispensed as they wish after their death.
At Lodders, we always keep up-to-date on all aspects of estate planning, tax & trust policies and law changes, ensuring we provide our clients with the most informed and best solutions possible
We specialise in IHT mitigation ranging from lifetime giving to wills and post-death planning.
If someone owns property overseas it makes inheritance tax more complicated and can result in additional taxation.
The UK has double taxation conventions in various countries around the world, which stop this from being a problem.
Relief is available for properties that do not sit in one of the double tax convention countries.
Usually refers to a gift or personal property, items or cash.
A gift of personal property (not land) made by a will.
A gift of property made by a will.
Our experienced private client lawyers combine specialist tax advice with sophisticated planning solutions to help you secure the future for the next generations in your family, whilst reducing your overall tax burden.
Always abreast of changes, Lodders can help you to build strategies that address your concerns. On our clients’ behalf, we liaise with colleagues in our business and property departments. By tapping into this pool of expert knowledge, we’re able to provide detailed advice across the board on how to calculate any liability and then mitigate its effects.
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