Rowlinsons Banner Image

Inheritance Tax

Our dedicated Inheritance Tax Solicitors are experts in the field, and will be on your side and by your side to ensure that you receive straightforward and effective legal advice, suited to your needs.

Get in touch

  • No Obligation Initial Telephone Call
  • Fixed Fees Available
  • Law Society Excellence Award Winners
  • Experts at Minimising Inheritance Tax Liability
  • STEP Qualified Professionals

Estate and Inheritance Tax Planning Solicitors

Inheritance Tax planning can have a significant impact on the amount of assets your loved ones actually receive.

In particular with the recent rise in house prices meaning that more and more families are liable for Inheritance Tax after their loved one’s death, it is crucial that you plan for the future now. Therefore it is important to understand the IHT rules and how the tax burden on your estate can potentially be minimised when you pass away. We can provide clear, effective advice on issues including:

  • Using your nil-rate band effectively
  • The transferable nil rate band and the residence nil rate band
  • Using gifts & trusts to minimise your Inheritance Tax liability

Making gifts from your estate during your lifetime not only enables you to see the benefit whilst you are alive, but it can also potentially offer tax advantages. We can advise on all types of lifetime gifts and related issues, including

  • Using your annual gifts allowance
  • Wedding gifts & other tax-exempt giving
  • Inheritance Tax implications of lifetime gifts (e.g. the ‘7-year rule’)
  • Gifting your home to your children or others

A trust can potentially allow you to protect assets such as your home from Inheritance Tax or care home fees, whilst making sure your loved ones are protected at the relevant time. We can advise you on all of the legal implications that you need to consider, including:

  • Setting up a trust in your Will
  • Lifetime trusts
  • Administering a Trust
  • Tax-implications of trusts

The team at Rowlinsons have many years experience in advising on the practical steps you should take to reduce or even eliminate your Inheritance Tax liability so you can ensure your family do not lose out. 

To make an appointment please call 01928 735 333 or click here for a call back.

  • Donna Eland
      • 01928 736671
      • View profile
  • Gemma Kelly
      • 01928 736637
      • View profile
  • Josie Jones
      • 01928 249 763
      • View profile
  • Katie Roberts
      • 01928 736166
      • View profile
  • Laura Goldsmith
      • 01928 736157
      • View profile
  • Megan Chamorro Moris (Renshaw)
      • 01928 736152
      • View profile
  • Peter Gausden
      • View profile
  • Sarah Green
      • 01928 736151
      • View profile

Contact our Inheritance Tax Planning Solicitors 

Our friendly and approachable team have many years of experience within Estate Administration to help you with inheritance tax planning. Our expertise and high reputation within the law industry means that we can help deliver results, acting swiftly with accuracy.

You can be assured that you are receiving a high-quality service where we are on hand to help you, no matter the issue.  Our well-regarded solicitors in Cheshire will work with you to resolve matters and ensure that the future is planned for in a time of rising house prices.

You deserve to receive the best legal expertise which we can provide here at Rowlinsons. Our offices are based in Frodsham and Runcorn (Sutton Weaver), and we regularly help clients in the Northwest, such as NorthwichSt. Helens, Widnes, Warrington and Chester but we are on hand to help you across England and Wales. Whatever your query, do not hesitate to get in contact today.

To make an appointment please call 01928 735 333 or click here for a call back.