Inheritance Tax

After a death, the estate might be liable for inheritance tax. We can help you plan your finances efficiently and well in advance, so you don’t need to pay more than you have to.

Inheritance tax - legal expertise and financial advice under one roof

Careful planning reduces the tax on your inheritance

By planning your finances efficiently and well in advance, you can ensure you don’t pay more tax than you have to. At Tees, we have experienced professionals who advise you on all aspects of your estate, bringing the maximum benefit to your family.

Expert advice for business owners

If you own a business, you need to get advice on the complex rules and regulations that govern inheritance. We can keep your personal tax plans under regular review, and when regulatory changes happen, we can advise you on what course to take.

Holistic legal and financial advice

Our legal teams work closely with our in-house independent financial advisers to give you a complete advice service that minimises tax and makes the most of your wealth and investments.

Tees Law boasts a team of solicitors with deep expertise in various legal fields. This multi-disciplinary approach allows the firm to provide comprehensive solutions tailored to client needs.

Our expertise

Our inheritance tax legal experts can advise you on:

  • Lifetime gifts to children and grandchildren
  • Trusts
  • Charitable giving
  • Tax effective wills
  • Wealth management
  • Maximising capital tax reliefs

Legal and financial advice

Tees is a top-tier Legal 500 firm. Our teams are experienced in all aspects of law, so you can be assured of a comprehensive, joined-up service. We can help with all aspects of estate planning including wills, probate, and inheritance tax.

We also have in-house independent financial advisers (authorised and regulated by the Financial Conduct Authority), who work closely with our lawyers to deliver all the advice you need for later life financial planning.

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Contact us today

We’re here to help you plan with confidence and peace of mind.