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.

I've never found an area where Tees have been unable to help. There is considerable strength across the organisation. Individuals have good contacts outside of their practice area. I have always found Tees accessible and helpful.

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

We’re here to help

If you’d like to meet one of our inheritance tax experts for a confidential, no obligation chat, please get in touch. We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.

The financial services provided on this page are by Tees Financial Limited, authorised and regulated by the Financial Conduct Authority. Registered number 211314. Our legal services are regulated by the Solicitors Regulation Authority.

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Contact us today

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.