Inheritance Tax - Jonathan Lea Network

Inheritance tax is a tax that may potentially be due on the value of your assets forming part of your estate after you pass. This may include your possessions, investments and property.

The amount, if any, of Inheritance tax due will depend on both the value of your estate and the beneficiaries. Therefore, the most economical solution for your estate will require expert investigating and planning. Drafting an inheritance tax efficient Will, will ensure your beneficiaries have the best chance of inheriting the maximum from your estate.

How can JLN help you?

Our knowledgeable Private Client team can help you to understand the impact of Inheritance Tax when planning the distribution of your estate in your Will. We can also assist executors and trustees in making tax efficient distributions. We provide advice to ensure your estate is Inheritance tax efficient, protecting your wealth and ensuring you maximise the assets which are passed onto your beneficiaries.

Some areas we have particular experience in are as follows:

  • Estate Planning
  • Wills
  • Creation of Trusts
  • Administration of Trusts
  • Estate Administration and Probate

If you wish to discuss any of our services in more detail or to receive a quote, please contact us.

We also identify and advise on other relevant areas of law, such as: Lasting Power of Attorney and Contentious Probate. For more on these areas please see our Lasting Power of Attorney, Litigation and Contentious probate sections of our website.

Our Wills & Probate Team

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