Estate planning lawyers

Estate planning is important - after years of working to build up your personal and family wealth it is only natural to want to protect, as far as possible within the law, the value of your estate from erosion by inheritance tax, capital gains tax and income tax.

At Morr & Co our team of estate planning solicitors have a wealth of experience in estate planning. Providing comprehensive advice on the best ways in law to protect the value of your home and reduce or eliminate inheritance tax and capital gains tax, often using a combination of trusts and available exemptions or reliefs. We specialise in advising on making tax efficient Wills, lifetime gifts, setting up trusts, reducing the potential taxes payable on your death and protecting your home and other assets should you need to go into nursing care.  Many of our lawyers are members of STEP – the Society of Trust and Estate Practitioners.

We develop an individual strategy based on a deep understanding of your specific circumstances and goals, working with your existing advisers where appropriate, and drawing on expertise from around our firm, including commercial, property and family law specialists.

What is the difference between a will and estate planning?

Drafting a Will

According to gov.uk, “Your will lets you decide what happens to your money, property and possessions after your death.” A will can also include information such as whom you’d like to serve as guardian to your minor children and the executor of your will.

Estate Planning 

Estate planning is a process of arranging the distribution of your estate and assets to the beneficiaries. Estate planning solicitors can help reduce/eliminate inheritance tax and capital gains tax to ensure your loved ones are left with maximum proceeds.

A will is usually used in the planning of your estate to minimise legal complications.

Contact Our Estate Planning Team

Whether you are a high-net-worth individual here in the UK or overseas, or a business owner, we can help you secure your legacy for the future and ensure that your assets are robustly and legally protected as far as possible.