Tax and Estate Planning

As well as reviewing your Will, or making a Will for the first time, we feel that consideration must also be given to the way your estate is managed during your lifetime and not just on your death.

Tax and Estate Planning

Specialist Tax and Estate Planning Solicitors

We offer specialist tax and estate planning assistance through liaising with your own accountants and financial advisers, or suggesting that appropriate advice be sought in those areas so that significant savings both now and in the future could be obtained in a cost-effective way.

Various issues arise throughout our lives, such as setting up home, the birth of children or thinking about care home fees and we are here to listen and suggest ways forward to give you peace of mind.

These conversations can arise whilst preparing Wills & Trusts, Lasting Powers of Attorney or during Estate Administration, Elderly Client and Court of Protection matters but can also be held as part of a general review, as and when the need arises.

If you would like to discuss any issues with us please contact a member of our team.

 

What our clients say

  • All staff show high level of care and understanding particularly at times of emotional vulnerability such as when dealing with the estates of the deceased, probate etc.

    Mrs W / Watton

    Lie-Critchley Wenke

  • Totally professional at all times and always phoned / emailed back if necessary.

    Just to say thank you for everything you have done for me and my family other the past 3 years !

    Miss R / Dereham

    Rumsey Laura

  • Overt efficiency making the potentially incomprehensible comprehensible.

    The mystique was translated into clarity and the purpose simplified.

    Mr & Mrs H. / Norfolk

    Rumsey Laura

  • A good experience and we have confidence that our affairs were dealt with professionally.

    C. D. / Norwich

    Lie-Critchley Wenke

  • Laura made a very stressful situation much more bearable. She is patient and sensitive to our needs.

    Mrs W. / Norwich

    Rumsey Laura

  • Special thanks for your kind and considerate handling of what to me was very complicated and involved documentation which you explained excellently so that even I understood it.
    I will be pleased to recommend you to anyone as a 1st class solicitor.

    Rumsey Laura

  • Professional, warm, friendly and everything she promised she delivered within the set time constraints.

    Mr M / Norfolk

    Rumsey Laura

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