Estate Planning Solicitors

Estate planning is essential to make sure your wealth is protected for you and your family. By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future.

Estate planning is not just about reducing tax. It’s about giving you peace of mind for the future, knowing you will have enough after retirement and your loved ones will have the financial support they need.

What does an estate planning solicitor do?

Our solicitors can help with estate planning services like:

Wills – advising on, drafting and executing
Inheritance tax planning – ensuring your loved ones receive the full benefit of your estate
Trusts – setting up and administering trusts to manage money, property or investments for specific people or purposes
International estate planning – making sure your estate is not subject to tax in multiple jurisdictions
Succession planning – planning for the future so your business continues to thrive
Planning for care home fees – ensuring your assets aren’t depleted in later life.

Why choose Irwin Mitchell to help with your estate planning?

Our partner-led team offers the full range of legal and tax expertise you need to help you plan effectively for the future. We are experienced in dealing with complex estates, often with international elements.

Estate planning is one of our core specialities at the very heart of our work in tax, trusts, and estates. We’ve given extensive estate planning advice over many years, drawn up thousands of Wills and trusts, and helped hundreds of clients structure their assets effectively to make the most of their capital and income.

We offer a comprehensive service, drawing on the expertise of our multidisciplinary team. This means everything is done in-house and allows us to deliver a uniquely streamlined service for our clients.

We have a national presence, with offices across the UK. Wherever you are, our advisers are on hand to help.

Work with financial planners to plan for tax efficient estates

Detailed knowledge of inheritance tax and how to protect your assets

Offices across the country

Resolved some of the UK's most high-profile disputes

For general enquiries

0330 123 3882

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Andrea Jones Partner & National Head of Private Client Advisory Meet the team

Estate Planning Solicitors - More Information

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Irwin Mitchell are a very professional, trustworthy and straightforward company to deal with. I would recommend them to anyone."

Frank Clayton, client

Elderly Care Crisis: A Tipping Point

Frequently Asked Questions

What is estate planning?

Estate planning is essential to make sure your wealth is structured as efficiently as possible.

We can help you:

Avoid paying unnecessary amounts of tax on your collective assets, or leaving your loved ones with a large tax bill after your death
Protect assets from divorce or financial difficulties
Make sure you have enough money once you stop working
Choose the right person to administer your estate
Appoint trustees to manage a trust you’ve set up for your children or other dependants – we can also act as trustees.

Our solicitors and tax specialists will work with you to make sure your estate is structured in the best way to provide for your loved ones and give you peace of mind for the future.

Do I need to appoint Irwin Mitchell as my executor?

No, you can appoint whoever you want as your executor. This should be someone you trust, who you know can cope with the responsibilities of administering your estate.

Many people do prefer to appoint a professional executor, of course. You’ll have peace of mind knowing your estate will be dealt with by someone with the right expertise to administer it efficiently and deal with any issues that arise.

Irwin Mitchell often acts as executor for clients, and there are several benefits as part of our Wills Assured service when you do this.

However, it’s not essential. You can make use of our estate planning services without appointing us as your executor.

Find out more about the duties of an executor.

What is the Residence Nil Rate Band?

In 2017 a new inheritance tax relief was introduced, called the Residence Nil Rate Band (RNRB). It means that some estates over the inheritance tax threshold of £325,000 may qualify for an additional tax exemption.

It is essential to plan effectively to make sure you can take advantage of RNRB. The law is complicated in this area: if you don’t seek expert advice, your estate could end up not qualifying or getting less tax relief than it should.

Our tax specialists have the in-depth knowledge you need to make sure your estate benefits from RNRB if it’s eligible. We’ll help you make sure your assets are structured properly and your Will is up to date to reflect current legislation.

Read more about inheritance tax planning.

What issues could I face as a high-net-worth individual?

While being a high-net-worth individual can bring greater financial security, it also means there is often more to think about to plan effectively.

Some issues that our high-net-worth clients often face include:

Assets held in many different structures (i.e. trusts, businesses, rental property, investment companies)
Asset protection – from creditors or life events such as divorce
Protection of privacy – especially important for clients with a high profile in the media
Succession planning for businesses and family governance.

Our solicitors and tax experts can provide the bespoke advice you need to protect your wealth for the future. We frequently work with high net worth and ultra-high net worth clients and pride ourselves not only on our expertise but also our discretion.

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