Estate planning & Inheritance Tax Planning involves a full, comprehensive review of your circumstances, needs, concerns and those of your family. Understanding where you are coming from and where you want to go is essential to the process - enabling us to identify potential issues and offer practical, as well as legal, solutions to address them.
Inheritance Tax planning and mitigation is at the heart of our Estate Planning services. We help you arrange your affairs in the most tax efficient way whilst not losing sight of your goals. Wills, Trusts, and Powers of Attorney are simply tools we use to facilitate sound, considered and practical planning.
We are used to working with other professionals (whether in other Ashtons Legal teams or external advisers) and recommend joint meetings to help you reduce duplication and to get the best out of your professional advisers.
Our Solicitors can help with:
Ashtons Legal 'STEP' members - Alan Brown, Alison Budge, Jennie Pratt, Janette Wand, Christina Duck, Gillian Brasher, Elizabeth Dunn, Louise Cardwell and Teresa Callender.
Ashtons Legal has ‘a good reputation and an excellent client base’. Chartered tax adviser Robert Chalmers (whose ‘knowledge is second to none') assisted a client with tax and estate planning issues for assets worth £4.5m. - Legal 500
Ashtons Legal provides ‘timely and supportive responses'. The ‘attentive' Alan Brown ‘gains clients’ confidence' and Alison Budge is ‘effective and efficient'. - Legal 500
Ashtons Legal is ‘responsive, knowledgeable and generally impressive'. Lynn Wicks and Jennie Pratt are praised for ‘tact, empathy and efficiency'. - Legal 500
Deputy CEO & Partner
HEAD OF INDIVIDUAL SERVICES