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Planning for inheritance

Without careful planning, the Taxman can end up taking a large slice of anyone's estate. There are a number of alternative ways in which your children's or other heirs' inheritance can be protected, but it is often difficult to know which one is best.

  • Making a Will is an important first step in the process
  • Altering the method of joint ownership of a property is another step to consider, but you need to be aware of the legal implications in the event of your death
  • Sometimes the setting up of a trust either in your Will or during your lifetime can provide a solution
  • Advice on life insurance and investments may be necessary and we can refer you to the relevant specialist for any advice or service which we are not authorised to provide under Law Society or FSA rules

We have many years of experience dealing with these issues and can offer you the reassurance that yours and your family’s best interests always come first.

Our private client department deals with Inheritance Tax planning and Wealth Management, as well as other areas of personal taxation including Income Tax and Capital Gains. We also offer advice in respect of the preparation of Wills, Administration of Estates, advice to the elderly including the making of powers of attorney and applications to the Court of Protection.

The department is headed by our consultant John Ronald, a solicitor with many years of practice in Caterham. Following the merger with Allward & Sons the team is now considerably strengthened by partner Alasdair Allward, with many years experience in this field. We have recently been pleased to welcome to the team Chris Elias, an experienced solicitor in this type of work.

The team is able to offer experienced and efficient service in this type of work and we make a point of providing it in a friendly and sympathetic manner. We believe ourselves now to be one of the largest private client departments in the immediate local area (Caterham, Godstone, Oxted and Coulsdon).

 

 

 

Dollman & Pritchard Solicitors, 8 The Square, Caterham, Surrey, CR3 6XS   Tel: 01883 347823  Fax: 01883 340628     © Dollman & Pritchard 2005 - 2012
Regulated by the Solicitors Regulation Authority – Firm Number 48857