Taxation Advice

In terms of taxation advice and inheritance tax planning, our solicitors will be able to review what’s in the estate and find out if there is an inheritance tax.

Wills and Tax Planning

Although the process of preparing a Will or administrating an Estate can be confusing, the position of trusts and inheritance tax is another complex ingredient in the process. We’re more than happy to support you through this to explain, determine and administrate your Will or the Will you’re the Executor of, along with the taxes involved.

Whilst our team is vastly experienced in reviewing and managing issues surrounding wills, they are very helpful when it comes to inheritance tax planning.

Inheritance tax

Inheritance tax is a tax that is on the estate (which includes the property, money and possessions) of someone who has passed away. There are occasions where inheritance tax doesn’t need to be paid.

This occurs when:

  • The value of your estate is below the £325,000 limit.
  • The deceased has left everything to a spouse, civil partner or charity.

The person who pays the inheritance tax (if it is to be paid) is the person that has been tasked to deal with the estate.

Inheritance tax planning

Our inheritance tax solicitors will have the intel required to maximise the amount you can leave to your loved ones when you pass. Inheritance tax must be paid before probate is granted. That’s when, and only when, the inheritance is released.

We can help you to reduce inheritance tax on your estate. By minimising on the tax payable on your death, you can help to ensure your family are left as much as possible without having to pay tax.

Charles Goodbody Partner Head of Family and Private Client Warminster

Charles Goodbody (Wiltshire)
Partner - Head of family and private client

Please Contact

01985 214444

Michelle Stopford Solicitor Warminster

Michelle Stopford (Wiltshire)

Please Contact

01985 214444

Solicitors in Warminster and Westbury, Wiltshire and Andover and Stockbridge, Hampshire

Alexa Merchant (Wiltshire)

Please Contact

01985 214444

Solicitors in Warminster and Westbury, Wiltshire and Andover and Stockbridge, Hampshire

Samantha Borek (Hampshire)

Please Contact

01264 333336

Middletons Solicitors have a reputation for excellence with offices based in Warminster, Andover and Stockbridge. With more than 50 years’ experience delivering comprehensive legal services, our team of legal experts provides the highest standard of advice and service.

Speak to one of the team by calling our

Warminster Office: 01985 214444
Andover Office: 01264 333 336
Stockbridge Office: 01264 810 910

or email or Make an enquiry

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What people say

Just a short note to once again express my sincere thanks to you, Sue and the M&U team, for all your help, cooperation and first class professional support. I am most grateful to you all.

Chris Stephenson, Warminster

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