Inheritance Tax

Thomas Guise Solicitors have built up a sound reputation for providing private clients with realistic, practical and effective advice for the management advice for the management of their personal affairs.

Inheritance Tax Planning

Our private clients are understandably anxious to protect personal finance in order to pass this to their beneficiaries. Inheritance Tax used to be a tax on the wealthy, but current property prices mean that most clients who own mortgage free are now likely to be liable for this tax. There are however ways to avoid or reduce this liability.

Phil Guise who heads this aspect of our work has extensive experience in realistic tax mitigation schemes such as the Discretionary Trust Will, “nil rate band” Trusts and Deeds of variation. In some cases there can be a tax saving of over £100,000 and we can advise whether it could be used as part of your inheritance Tax Planning.

Inheritance Tax Team

Name (Click to view profile) Telephone Email
Philip Guise - Director 01527 858603 philip.guise@thomasguise.co.uk
Jane Brevitt - Solicitor 0121 472 4131 and 01905 723131 jane.brevitt@brevitts.demon.co.uk
Ann Widdows - Secretary 01527 858602 ann.widdows@thomasguise.co.uk
Amanda Oakes - Solicitor 01527 858608 amanda.oakes@thomasguise.co.uk
Sue Cole - Secretary 0121 472 4131 sue.cole@brevitts.demon.co.uk
Sue Wooldridge - Secretary 0121 472 4131 sue.wooldridge@brevitts.demon.co.uk