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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

Jade Atkins
Paralegal
Jade is a paralegal for the Corby Trusts and Estates Team. She is responsible for the administration and drafting of documents.
Jodie Clare
Trainee Solicitor
Jodie joined Tollers in August 2023 as a Paralegal and then as a Trainee Solicitor in September 2023 under the Graduate Apprentice Route.
Joanne Axisa
Associate Legal Executive
Joanne has been part of the Tollers Trusts and Estates team and is based primarily in the Northampton Office. She deals with Wills, Powers of Attorney, Estate Administration and the creation and administration of Trusts.
Michelle Gladwin
Paralegal
She then joined Tollers in April 2014 and was one of our founder members of staff in our first Stevenage Old Town office. Michelle now works as a paralegal, assisting and working alongside the two partners in our Trusts and Estates South team.
Leighanne Haskell
Paralegal
Leighanne is a paralegal working within the Trusts and Estates team, assisting James Willoughby with Estate Administration matters.
Beth Albon
Senior Paralegal
Beth started her legal career as an Apprentice in 2017. She joined Tollers in August 2022 and was promoted to a Senior Paralegal in April 2023.
Alison Taylor
Senior Paralegal
Alison joined Tollers in 2021 as a Paralegal. She now works as a Senior Paralegal and junior fee earner within the Trusts and Estates department.
Patrick Allen
Paralegal
Patrick joined Tollers in May 2022 as a Paralegal working in the Trusts and Estates department. He is also part of the Tollers CSR committee.
Megan Smyth
Trainee Solicitor
Megan joined Tollers in October 2022 as a Paralegal in the Elderly and Vulnerable Client team. Megan is responsible for processing instructions relating to Attorneyship/Deputyship administration work in accordance with the established procedures of good practice and the Office of the Public Guardian’s (OPG) Deputy standards. In September 2023, Megan will commence her Training Contract with the firm.
Tadala Mlasaanthu
Paralegal
Tadala Mlasaanthu joined Tollers in August of 2022 as a Paralegal responsible for the administration and drafting of documents relating to the requirements and instructions of Gabrielle Smith and Nicola Dodman’s clients.
Suzanne Evans
Senior Associate and Head of EVCU
With a wealth of experience, Suzanne has joined the team at Tollers Elderly and Vulnerable Client Unit.
Gabrielle Smith
Associate Solicitor
Kate Godber
Partner and Head of Trusts & Estates North
Kate advises individuals and families on Estate planning, Wills, Trust requirements, Estate Administration, Personal tax and Lasting Powers of Attorney...
James Willoughby
Senior Associate
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...
Sharon Brown
Partner and Head of Trusts & Estates South
Sharon offers free monthly advice clinics at Age Concern Stevenage and Garden House Hospice...
Sarah Horn
Senior Associate
Sarah has been a part of the Tollers team since June 2006 and has recently completed the Society of Trust and Estate Practitioners (STEP) examinations achieving, a distinction grade.
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
Partner
Martin Hill Martin is a Panel Deputy appointed by the Office of the Public Guardian and deals exclusively with Court of Protection matters.
Jeremy Simmonds
Partner
Jeremy provides Wills and Probate services and Conveyancing to the established and growing client base in Rutland...
Emma Wesley
Associate
Emma has been a member of our specialist Elderly and Vulnerable Client Unit (“EVCU”) since it was set up in 2013...
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...
Jade Atkins
Paralegal
Jodie Clare
Trainee Solicitor
Joanne Axisa
Associate Legal Executive
Michelle Gladwin
Paralegal
Leighanne Haskell
Paralegal
Beth Albon
Senior Paralegal
Alison Taylor
Senior Paralegal
Patrick Allen
Paralegal
Megan Smyth
Trainee Solicitor
Tadala Mlasaanthu
Paralegal
Suzanne Evans
Senior Associate and Head of EVCU
Gabrielle Smith
Associate Solicitor
Kate Godber
Partner and Head of Trusts & Estates North
James Willoughby
Senior Associate
Steve Bowers
Will Writer
Sharon Brown
Partner and Head of Trusts & Estates South
Sarah Horn
Senior Associate
Nicola Dodman
Senior Wills Trusts and Estates Manager
Martin Hill
Partner
Jeremy Simmonds
Partner
Emma Wesley
Associate
Cathy Eaton
Senior Legal Manager
Meet the Full Wills, Trusts and Estates Team

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