Inheritance tax planning, Richmond

Explore how we can help with the legal protection and management of your wealth and assets.

Contact our team

From our office located in Richmond, Moore Barlow Solicitors is committed to helping residents preserve their wealth and ensure a smooth transition of assets to their beneficiaries.

Our Inheritance Tax Planning services are designed to address the unique financial goals and challenges faced by Richmond’s diverse community. With our experienced team by your side, you can navigate the intricacies of inheritance tax with confidence and peace of mind.

What is inheritance tax planning?

Inheritance tax planning is the practice of carefully structuring and managing one’s assets and financial affairs to optimise the distribution of wealth to heirs and beneficiaries while minimising the impact of inheritance tax. This proactive approach involves making informed decisions regarding the ownership, transfer, and disposition of assets to ensure that they are passed on as tax-efficiently as possible.

Naomi Wilkes

Naomi Wilkes

Partner | Private wealth

01590 625835

Why choose us?

Choosing our inheritance tax planning solicitors in Richmond means opting for a team with local knowledge as well as expertise in the relevant legal frameworks. We recognise that Richmond’s residents have distinctive financial requirements, and our solicitors are committed to crafting bespoke solutions that reflect your goals and priorities. With us, you receive expert guidance that helps to safeguard your assets from unnecessary inheritance tax.

How we can help

Our inheritance tax planning solicitors in Richmond are here to provide expert guidance tailored to your needs. We can help you protect your assets from excessive taxation and ensure your legacy continues in the manner you wish. Whether you need assistance with wills, trusts, or other tax-efficient strategies, our experienced solicitors are well-equipped to help you achieve your inheritance tax planning objectives.

We are here to help

Discover how our expert private wealth lawyers can help you.

Who we help

Whether you have historical ties to Richmond or have chosen to make it your home more recently, our team can provide expert advice and tailored solutions to protect your assets and minimise inheritance tax liabilities. We are committed to helping Richmond residents preserve their wealth and ensure their wishes are followed with regard to their financial legacy.

Contact us

Richmond residents, your estate’s financial future is in capable hands. Our Richmond-based solicitors specialise in inheritance tax planning. Contact us today to arrange a consultation and start securing your family’s legacy.

We have offices in LondonRichmondSouthamptonGuildfordLymington and Woking and offer specialist private wealth legal services to clients nationwide. Contact Moore Barlow to find out how we can help you and your family.

We are here to help

Discover how our expert private wealth lawyers can help you.

Contact our private wealth team

Don’t take our word for it…