Inheritance and Tax Planning

We help you to make the most tax-efficient decisions so that your estate can be shared out in the way that you wish after your death. We will advise on any opportunities for Inheritance Tax reliefs and exemptions, as well as explain how inheritance tax could affect your assets in the future.

Make A Free Enquiry

Please call us on 01482 300 200 or complete a Free Online Enquiry and we will be delighted to help you.

Can’t speak highly enough about the staff efficiency- friendliness- and how professional they are. Would absolutely recommend to others.
Colin

Supporting You Wherever We Can

Unless you leave your estate to someone who is an “exempt beneficiary” (usually a spouse, civil partner or charity) Inheritance tax (IHT) at 40% will be applied to your estate once it exceeds a legally set threshold. The amount of your estate you can leave without paying Inheritance Tax will depend on a number of factors and our specialist lawyers can advise you how to minimise the Inheritance Tax payable depending on your own circumstances.

Planning your estate ahead of time is a wise move for everyone even if you don’t think that there will be Inheritance Tax to pay when you die

Inheritance Tax Planning FAQs

What Our Clients Say

Find out about our simple, straightforward service from the people who know it best –– our clients.

Why Choose Us

No Hidden Costs

We promise to inform you before we begin and to keep you informed throughout so you're always sure what everything will cost.

Clear Communication

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Flexible Availability

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Free Initial Chat

Book a free, no-obligation chat with one of our friendly and experienced team at a time convenient for you to get clarity on your legal needs and to see if we’re a good fit for you and your family.

Find Us

Looking for a solicitor local to East Yorkshire or York? Visit our offices in Beverley, Hull, and York, or get in touch via telephone, fax, or email.

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Accreditations

If you are a customer of Lockings Solicitors and we have contracted with you online you may be entitled to use the EU Online Dispute Resolution (ODR) Platform to assist in resolving any dispute with us. This service can be found at https://ec.europa.eu/odr.

Our email address is welcome@lockings.co.uk

Lockings Solicitors is a trading name of Lockings Legal Services Limited registered in England and Wales company registration number 09244568. Lockings Legal Services Limited is authorised and regulated by the Solicitors Regulation Authority (Main Office SRA ID number 626081). A list of our directors is available for inspection at all our offices. Use the following link https://www.sra.org.uk/solicitors/standards-regulations/
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online access to the current professional rules applicable to solicitors. All calls are recorded for training and quality purposes.

VAT Number: 282 2447 58

Contact Us

Tell us the basics below and one of our friendly office team will be in touch for an informal, obligation-free chat.

Once we know a little more about your requirements, we’ll match you to a solicitor with the right expertise to help you.