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  • Overview

    Stuart provided advice to a client, in relation to effective estate planning and creating a new Will, in a matter valued at £3 million. Stuart assisted the client in achieving her objectives of saving inheritance tax on her death and mitigating the future inheritance tax liability of her children.

    Stuart prepared a new Will for the client, structuring it in such a way that it left assets directly to the client’s grandchildren; thus, avoiding a generation of inheritance tax liability. Stuart concluded the matter by creating a discretionary trust for the benefit of the client’s grandchildren.

  • Related Services

    Wills, Trusts & Tax Planning

    Our specialist lawyers provide high quality, intelligent advice that is comprehensive, considered and clear.

    Inheritance Tax advice

    Inheritance Tax can often be minimised with careful planning.

Get In Touch

By submitting an enquiry through 'get in touch' your data will only be used to contact you regarding your enquiry. If you would like to receive newsletters from Thomson Snell & Passmore please use the separate form below.

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General Private Client UpdatesGeneral Commercial UpdatesConstruction UpdatesCourt of Protection UpdatesAgriculture & Rural Affairs UpdatesCommercial Property UpdatesEmployment UpdatesDispute Resolution UpdatesCorporate & Commercial UpdatesCharities & Not for Profit UpdatesFood & Drink UpdatesEducation UpdatesTransport & Logistics UpdatesFamily Business & Owner Managed Businesses Updates

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Jargon Buster