Wills, LPA & Probate

Inheritance Tax Planning

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Inheritance Tax is tax charged on the value of your estate on your death. The first £325,000 of your estate is not subject to Inheritance Tax.  Anything in your estate which is over this threshold is subject to Inheritance Tax which is charged at 40%.

What is Included in Inheritance Tax?

Inheritance Tax payable on death is based on the value of your estate when you die. This will include:

Reducing Inheritance Tax

There are a number of actions that can be taken to reduce inheritance tax. They include:

Inheritance tax planning should never be considered in isolation, so our experienced lawyers will advise on how inheritance tax, capital gains tax and income tax interact, helping you avoid unintended consequences.

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The Team

Gavin Glover


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Hayley Palmer

Probate Executive

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Natasha Bartosik

Private Client Paralegal

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Priya Patel


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Holly Sharpe

Trainee Solicitor

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Emily Williscroft

Trainee Solicitor

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Nicholas Bennett

Solicitor Head of Private Client

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