Inheritance Tax

Inheritance Tax is payable on any Estate valued over £325,000 (£650,000 for married couples and civil partners) and is charged at 40% on all your assets over and above this threshold.  It can include things like property, possessions, insurance policies and investments.

As Inheritance Tax is a very complex area of law it is important you seek the advice of a specialist to assess the value of your estate and any potential tax charges that may apply.  However with carefully considered planning, you can reduce the tax burden.

Our Private Client lawyers can create tax efficient Wills and Trusts, protecting your wealth and transferring maximum gain to your intended beneficiaries. We can provide all the advice you need and can implement various strategies to protect your estate including:

  • Intricate Will structures to include property and discretionary trusts
  • UK and offshore tax planning
  • International tax and succession planning
  • Advice on efficient use of annual exemption allowances
  • Lifetime gifts to trusts and individuals
  • Nil Rate Band Planning
  • Agricultural property
  • Business Assets
  • Charities
  • Personal Tax

Our Team

  • Amber O’Connor

    Amber O’Connor

    Partner

    Tel: +44 (0) 1306 502290

    Office: Dorking Office

    Email: Amber O’Connor

  • Mehboob Dharamsi

    Mehboob Dharamsi

    Partner

    Tel: +44 (0) 1932 588579

    Office: Cobham Office

    Email: Mehboob Dharamsi

  • Jenna Hopkins

    Jenna Hopkins

    Partner

    Tel: +44 (0) 1483 411525

    Office: Godalming Office

    Email: Jenna Hopkins

  • Diane Sumpter

    Diane Sumpter

    Senior Associate and Chartered Legal Executive

    Tel: +44 (0)1306 502235

    Office: Dorking Office

    Email: Diane Sumpter

  • Victoria Evans

    Victoria Evans

    Senior Associate Solicitor

    Tel: +44 (0) 1483 411512

    Office: Godalming Office

    Email: Victoria Evans

  • Elizabeth Muston

    Elizabeth Muston

    Associate Solicitor

    Tel: +44 (0)1306 502203

    Office: Dorking Office

    Email: Elizabeth Muston

  • Joanna Pashley

    Joanna Pashley

    Associate Solicitor

    Tel: +44 (0)1306 502959

    Office: Dorking Office

    Email: Joanna Pashley

  • Megan Lawless

    Megan Lawless

    Associate Solicitor

    Tel: +44 (0)1306 502326

    Office: Dorking Office

    Email: Megan Lawless

  • Lucy Whittam

    Lucy Whittam

    Associate Solicitor

    Tel: +44 (0) 1306 502962

    Office: Dorking Office

    Email: Lucy Whittam

  • Liz Dalgetty

    Liz Dalgetty

    Consultant Solicitor & Notary Public

    Tel: +44 (0) 1306 502251

    Office: Dorking Office

    Email: Liz Dalgetty

  • Tim Hughes

    Tim Hughes

    Consultant Solicitor

    Tel: +44 (0) 1306 502212

    Office: Dorking Office

    Email: Tim Hughes

  • Sarah Noake

    Sarah Noake

    Consultant Solicitor

    Tel: +44 (0) 1932 588568

    Office: Cobham Office

    Email: Sarah Noake