Inheritance Tax and Estate Planning

Our Private Client Department is experienced in dealing with Inheritance, Tax and Estate Planning. These are important which is why our experienced and qualified Solicitors are able to provide you with expert legal advice on how best to avoid unnecessary tax liabilities and will help ensure that the right people benefit both in your lifetime and beyond. 

Whether you’ve inherited your wealth or made it yourself, you want to look after it. You want to make sure it’s invested wisely with an IFA or investment manager. You will want to minimise your tax liability and we will work closely with your tax advisor to ensure everything is above board. Finally, you will want to ensure your wealth is protected from spendthrift children, the bankruptcy of them or spouses and divorce. 

Your assets, personal circumstances and priorities may change over time, so the careful planning and regular review of your affairs are essential.
We can help you manage your financial affairs by giving you the tools to ensure the right people are in place to look after your finances in case you are not able to yourself. 

Our Private Client Department Solicitors are members of STEP (the Society of Trust and Estate Practitioners) so you can be sure you are receiving the highest level of knowledge and expertise. In short, we can provide you with a service that is tailor-made to your individual needs and personal to you. 

We can assist with the following: 

  • The creation and management of trusts
  • Wills & estate planning
  • Inheritance tax planning
  • Tax planning 
  • Probate 
  • Personal tax returns 
  • Trust tax returns 
  • Capital gains tax planning 

We are here to provide you with all the expert help you need, it is important to make sure that there is a plan in place for your affairs both now and for the future. 

our team

Edward Lamb
Solicitor & Senior Partner
Remi McNeill
Carol Marshall
Legal Executive

Kettering assistants

Vivienne Johnson
Edward Lamb’s Assistant

T 01536 513195
F 01536 410191

Corby assistants

Nicole Davies
Carol Marshall’s Assistant

T 01536 745168
F 01536 746603

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