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

  • Very pleasant and helpful in every way.

     

    Mr & Mrs H / Poringland

    Louisa Shailes

  • 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

  • Barbara was very kind & helpful but also very professional. She explained things in an understanding way which was appreciated.

    Mrs S / Norwich

    Barbara Pond

  • 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

  • Courteous, kind and very professional.

    Mrs D / Norwich

    Louisa Shailes

  • Excellent overall service, am very pleased with all aspects of service.

    Mr B. / Norwich

    Charlotte Ranson

  • Very business-like, clear & easy to understand. Friendly & respectful. Matter promptly dealt with & concluded.

    Mrs L / Thetford

    Barbara Pond

  • Overt efficiency making the potentially incomprehensible comprehensible.

    The mystique was translated into clarity and the purpose simplified.

    Mr & Mrs H. / Norfolk

    Rumsey Laura

  • Louisa dealt with our Wills very swiftly and professionally. Excellent service.

    Ms K / Stalham

    Louisa Shailes

  • Calm professional manner made the process easy. I never felt rushed the atmosphere was relaxed.

    Mrs H. / Norwich

    Barbara Pond

  • 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

  • Louisa has been an excellent person to deal with at a difficult time.

    Mr S / Norwich

    Louisa Shailes

  • Charlotte was very professional in her manner & knowledge, explaining everything clearly to us, and was very pleasant and friendly!

    Mr & Mrs D / Attleborough

    Charlotte Ranson

  • Louisa is so careful, thorough and has given us superb guidance & advice regarding our wills and Power of Attorney.

    Mr & Mrs F / Norwich

    Louisa Shailes

  • 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

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