| Inheritance Tax planning

Expert inheritance tax planning advice could be beneficial for individuals worth over £325,000, or married couples or those in a civil partnership worth more than £650,000. You may have large properties, own businesses, have significant savings and / or investment properties.

When planning for the future, it is important to consider the impact that inheritance tax may have on the estate. We can advise on the best ways to ensure that your loved ones benefit from your estate; avoiding inheritance tax where possible.

Our team can advise you in all facets of inheritance tax planning from charitable giving to trusts. We work with financial advisers and will use our knowledge and experience to provide you with individual, bespoke advice.

How can we help?

Our solicitors are approachable and straightforward. We are dedicated to providing a personal service and work with you to put together commercial and sensible inheritance tax planning advice. Where possible we like to meet our clients face to face (either at one of our offices or at your home if you prefer). Alternatively, we can conduct meetings via Skype.

At Levi Solicitors we have been providing inheritance tax advice and advising clients on protecting their future for many years. We will use our wealth of knowledge to give you advice tailored to you.

We are proud to offer transparent and fair pricing and will explain our fees at the outset.

Contact us today for a FREE initial discussion about inheritance tax planning with our specialist team.

| What our clients say

Expert Advice

Andrew Milburn

Andrew Milburn

PARTNER


T. 0113 297 3181
E.amilburn@levisolicitors.co.uk

Andrew is a partner and head of our wills, probate and estate administration department.

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| Expert Advice