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.

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
Wealth management – advising on investments and wealth-holding structures
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

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

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

Every family is different and every estate is unique. We understand this and we work with our in-house tax specialists and, where appropriate, financial planners to create a bespoke plan that works for you and what you want to achieve.

Call the team today on 0370 1500 100 – or use our online form and we’ll call you back.

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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Phone lines are open 24/7, 365 days a year

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0330 123 3882

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Estate Planning Solicitors - More Information

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

"It’s never too late to start but the earlier you do the easier it is." - Richard Potts, CEO of IM Asset Management

Frequently Asked Questions

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 a number of 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.

Why Choose Irwin Mitchell?

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 multi-disciplinary 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 country. Wherever you are, our advisers are on hand to help.

Call the team today on 0370 1500 100 – or use our online form and we’ll call you back.

What’s The Residence Nil Rate Band (RNRB)?

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’s 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.

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Estate Planning Solicitors

For general enquiries

Estate Planning Solicitors - More Information

Who Should Consider Estate Planning?

Can Estate Planning Help Minimise Inheritance Tax?

How Can Trusts Be Used In Estate Planning?

What Issues Could I Face If I Have Assets In Multiple Countries?

What Issues Could I Face As A High Net Worth Individual?