Minimising inheritance tax on death requires careful planning and specialist legal advice. At Grant Saw Solicitors, our estate planning solicitors advise individuals and families on how best to structure their estates, taking into account asset values, family circumstances and long‑term objectives.
Estate planning goes beyond the preparation of a Will and considers how your assets should be structured during lifetime and on death
We identify potential inheritance tax exposure and advise on the exemptions, reliefs and planning opportunities that may be available. Where a liability is likely to arise, we provide clear, tailored advice on compliant and practical steps to reduce inheritance tax.
Our approach to estate planning
Estate planning advice begins with a detailed consultation to understand your financial position and priorities.
We can meet you at our offices, by telephone or by email, and where appropriate we can also attend clients at home. Following our initial discussions, we assess the inheritance tax position and consider suitable estate planning strategies.
We then provide a comprehensive written letter of advice, setting out the available options and explaining the implications of each, enabling you to make informed decisions about how to proceed.
Estate planning and inheritance tax options
Depending on your circumstances, estate planning advice may include:
- Lifetime gifting of assets, including consideration of the seven‑year rule
- The creation of trust structures to manage and protect family wealth
- Reviewing and restructuring asset ownership
- Maximising inheritance tax allowances, exemptions and reliefs
Our advice considers inheritance tax, capital gains tax and income tax where relevant and is always tailored to your objectives.
Timescales and costs
Timescales will depend on the complexity of your estate and the planning options under consideration. We will discuss likely timescales at the outset, so expectations are clear.
Costs also vary depending on the scope of advice required. We provide a clear cost estimate before any work is undertaken.
For a quotation, please email our Private Client team.
What should I consider before contacting an estate planning solicitor?
Before your initial meeting, it may be helpful to have:
- A copy of your current Will, if applicable
- Details of your assets and approximate values
- Information about your family circumstances
This allows us to provide focused and effective estate planning advice from the outset.
Why choose Grant Saw Solicitors for estate planning?
We have one of the largest Private Client departments in the local area, with experienced solicitors specialising in estate planning and inheritance tax advice. We are known for providing clear, practical guidance and an approachable, professional service.
Our department is accredited under the Law Society’s Wills and Inheritance Quality Scheme (WIQS) and includes members of STEP and The Association of Lifetime Lawyers, reflecting our commitment to high professional standards.
Our offices in Greenwich and Blackheath offer full disabled access.
For more information, please email privateclient@grantsaw.co.uk or contact the team on 020 8858 6971.
