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At Lamb Brooks we offer a full inheritance tax planning service. We specialise in all aspects of inheritance tax and capital gains tax planning, as often the two taxes compliment each other when looking at lifetime and estate planning.

 

We aim to provide clear, easily understood advice on difficult areas of tax law and work alongside accountants and financial advisers where necessary.

 

The simplest form of inheritance tax planning is to give all your assets away! However, we understand that life is not that simple. We will talk through your current circumstances, your plans or concerns for the future. We specialise in inheritance tax and capital gains tax planning and how this can reduce your tax bills during your lifetime and upon your death.

 

We understand that life is unpredictable which is why we advocate flexibility and caution in our tax planning using the many available exemptions and reliefs that are accepted by HM Revenue & Customs.

 

Our bespoke tax planning services look at you and your family, your business and whatever else is important to you. We cannot always remove all the tax, but we can give you options to reduce the tax bill so you can decide and take control of how much or little change you want to make. The changes can be during your lifetime or only take place upon your death – it really depends on what you want to do.

Tax planning

"We were pleased to get legal advice on potentially complicated matters in a friendly, straightforward and understandable manner. The advice provided has helped in planning our future and provided reassurance that we are taking the current actions."

Anon

Key Contacts

James Phipps

Head of Private Client

Sue Squires

Associate Solicitor

Lisa Perry

Associate Solicitor

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