22 The Parks, Minehead,
Somerset, TA24 8BT
Minehead Solicitors


17 The Crescent, Taunton,
Somerset, TA1 4EB
Taunton Solicitors


Central Court, ,
London, WC2A 1AL
London Solicitors

Tax, trusts and succession planning

Tax, trusts and Succession Planning

Our team have considerable experience in advising clients on planning for their future and the future of their family, whether this be in relation to care home fees, inheritance tax planning, family business succession planning or the preservation of assets for your chosen beneficiaries.

Inheritance tax planning

With the rise in property prices, more families are facing the prospect of inheritance tax charges on their assets, even families who do not consider themselves to be ‘wealthy’.

We frequently work with other experts including tax accountants and financial planners in order to ensure that a holistic approach is taken to your succession planning.  A coordinated approach is important to avoid conflicts and unintended consequences.


Preservation of assets for those you wish to benefit

Many of us are now living in blended families, where there may be children from previous marriages or relationships to consider and competing interests between family members.

Carefully succession planning can help minimise exposure to inheritance tax and preserve assets for those you wish to benefit.  Our team will take the time to really understand your particular circumstances and needs.


For more information about our wills service click here

For more information on planning for care home fees click here

  • "I found James very courteous and efficient. He knew exactly what he was doing and I felt confident enough to let him shepherd me through the process of administering my late wife's estate"
  • Emily was very understanding, helpful, efficient and gave good advice. Professional, friendly outstanding service. Could not ask for more
  • Kerry’s ability to complete and progress the necessary actions and processes has been impacted by my personal circumstances that mainly related to my mother’s Alzheimer’s condition. Kerry has shown admirable professional patience and understanding'.

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