Tax And Estate Planning

When planning for the future, tax considerations inevitably play an important role. At Tollers, our experts all have experience dealing with personal taxation queries, specifically relating to Inheritance Tax (IHT) and Capital Gains Tax (CGT). Our approach to effective tax planning takes into account five key principles:

  • Focus on your objectives – do not let reducing IHT overrule common sense.
  • Keep your planning as simple and as flexible as possible – tax law and personal circumstances can change, and overly complex schemes can be difficult and expensive to manage.
  • Look for opportunities to reduce the value of your estate for IHT purposes, but do not give away more than you can afford to.
  • Take advice sooner rather than later – early planning offers the greatest opportunities.
  • Take all taxes and circumstances into account. Remember that disposing of some assets during your lifetime may give rise to unexpected IHT/CGT charges, and put your personal financial situation at risk.

Tollers can provide a professional advisor who fully understands your objectives and personal circumstances can help you develop an IHT plan tailored to your particular needs.

Why choose Tollers?

Tollers provide practical advice to individuals considering their tax and personal affairs and offer sensible solutions dependent on their particular wishes, financial position and stage in life. We work closely with financial advisors to ensure a consistent approach to your tax planning strategies.

Tollers have offices in Northampton, Milton Keynes, Corby, Kettering, Stevenage, Kempston, Oakham and Uppingham. We also offer home visits for a small additional charge.

Tax And Estate Planning

At Tollers we are happy to meet with you on a one off or regular basis to review your situation and offer advice on how best to mitigate any potential tax liabilities while keeping at the forefront of our considerations how you wish to use your assets in lifetime and provide for those you love. We will always tell you where no action is the best course of action for you, and where we propose steps to take we will discuss the benefits and risks with you. We will also advise you of the likely costs both now and going forward.

Family circumstances change and evolve over time and with them your priorities, we take a flexible approach to tax planning, trying to achieve your goals while providing opportunity to alter things as time passes. Tax rules are constantly changing and evolving and with regular review Tollers can make sure that you are kept fully up to date and in the best possible position to ensure the comfort of your family for future generations.

Talk to Tollers

You will usually be allocated to a member of the team based on your location and the complexity of your matter, but if you have a specific preference then please let us know when you get in touch and we will do our best to accommodate your request. Although you will have a dedicated specialist responsible for your matter, they will be assisted by more junior members of the team. Get in touch with our team of specialist solicitors today.

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Our Tax And Estate Planning Experts

Paul Bellière-Wilson
Senior Associate
Paul is a student member of the Society of Trust and Estate Practitioners (STEP) and part qualified in International Trust Management (ITM)...
Michael Christopher
Solicitor
Michael is a Solicitor based in the Biggleswade office, handling all aspects of Private Client Work, including Wills, Probate, Administration of Estates, Trusts, Lasting Powers of Attorney...
Layla Qureshi
Solicitor
Layla recently qualified as a solicitor (October 2019) having previously trained in a regional firm...
Susan Agnew
Chartered Legal Executive
James Willoughby
Solicitor
James attended BPP Law School where he studied for a Graduate Diploma in Law...
Steve Bowers
Will Writer
Steve Joined the Trusts and Estate team at Tollers in 2018. Before this, Steve worked in the Private Clients division of a major bank, where he had worked for the past 32 years...
Shireena Sheridan
Solicitor
Shireena studied Law at the University of Lincoln and undertook the Legal Practice Course at BPP Cambridge in 2015. Shireena qualified as a Solicitor in December 2018...
Sharon Brown
Senior Associate Solicitor
Sharon offers free monthly advice clinics at Age Concern Stevenage and Garden House Hospice...
Sarah Horn
Solicitor
Sarah has been a part of the Tollers team since June 2006 and is currently undertaking the Society of Trust and Estate Practitioners (STEP) examinations...
Ruth Markham
Associate Solicitor
Ruth Markham prepares Wills and Lasting Powers of Attorney for clients and also deals with the administration of estates on behalf of Executors...
Rebeka Clarke
Trainee Solicitor
Rebeka joined the firm in 2018 and is currently in her second seat practicing Trusts and Estates. She has already completed a seat in the firm’s Dispute Resolution team...
Nicola Dodman
Senior Wills Trusts and Estates Manager
Nicola joined Tollers in 2004 and now works as a senior manager in Trusts & Estates...
Martin Hill
Equity Partner and Notary Public
Martin Hill is a Notary Public as well as advising on high value estates, Wills, Court of Protection, Powers of Attorney and Trusts...
Kirstie Brownbill
Associate Solicitor
Kirstie has been with Tollers for over 10 years. She is currently based at our Corby office where she works as a part of the team dealing with Wills, Estates, Trusts and Powers of Attorney...
Julie Yates
Senior Probate Manager
Julie is a fee earner in the Trust and Estates department. Julie has over 17 years of experience in this area.
Jeremy Simmonds
Partner
Jeremy provides Wills and Probate services and Conveyancing to the established and growing client base in Rutland...
Emma Wesley
EVCU Manager
Emma has been a member of our specialist Elderly and Vulnerable Client Unit (“EVCU”) since it was set up in early 2013...
Claire Barratt
Legal Manager
Claire works as part of the team in the Trust & Estates Department. Her main role is to assist the Solicitor’s with the files of clients that have sadly passed away...
Chris Lucas
Solicitor
Chris is an associate member of Solicitors for the Elderly and a Member of Action on Elder Abuse...
Cherryl Law
Legal Manager
Cherryl Law is a Legal Manager in the Northampton Trusts and Estates team. Cherryl is able to draft Wills, Lasting Powers of Attorney...
Cathy Eaton
Senior Legal Manager
Cathy Eaton is a senior legal manager with over 24 years’ experience specialising in the preparation of bespoke wills, Administration of Estates...
Barry Rogers
Partner and Head of Trust and Estates
As well as Trusts and Estate work Barry is a Notary Public which is the oldest branch of the legal profession...
Paul Bellière-Wilson
Senior Associate
Michael Christopher
Solicitor
Layla Qureshi
Solicitor
Susan Agnew
Chartered Legal Executive
James Willoughby
Solicitor
Steve Bowers
Will Writer
Shireena Sheridan
Solicitor
Sharon Brown
Senior Associate Solicitor
Sarah Horn
Solicitor
Ruth Markham
Associate Solicitor
Rebeka Clarke
Trainee Solicitor
Nicola Dodman
Senior Wills Trusts and Estates Manager
Martin Hill
Equity Partner and Notary Public
Kirstie Brownbill
Associate Solicitor
Julie Yates
Senior Probate Manager
Jeremy Simmonds
Partner
Emma Wesley
EVCU Manager
Claire Barratt
Legal Manager
Chris Lucas
Solicitor
Cherryl Law
Legal Manager
Cathy Eaton
Senior Legal Manager
Barry Rogers
Partner and Head of Trust and Estates
Meet the Full Wills, Trusts and Estates Team

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