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    Inheritance and Tax Planning

    Planning ahead for when you die allows you to set out clearly who should get what from your estate. Dunn & Baker Solicitors can help you think through your plans and their financial impact. Our aim is to ensure that your loved ones are cared for when you no longer can.

    Planning for life after your death may be difficult. However, it is simply taking care of your family in the future. Your estate will be subject to Inheritance Tax thresholds and other matters. Planning now allows you to consider reliefs and exemptions. Having a Will ensures people know how to share out your estate exactly as you planned for it to be and that this is done in a financially sophisticated way.

    Taxes are one certainty in life and they apply in death too. Tax planning involves thinking about your home, the value of any investments, trusts and the making of gifts to limit any tax implications. At Dunn & Baker Solicitor, we understand the rules and implications of these decisions. We make a complex area of law and financial planning simple and use plain English to make certain you understand any decisions made.

    Contact us for a FREE initial consultation and begin planning for your family’s future today.

    Team members

    Christine Austin
    Private Client Executive
    Exeter
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    Dan Pollard
    Associate Solicitor
    Exeter
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    Ellie Huntley
    Paralegal
    Exeter
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    Francesca Whittaker
    Associate Solicitor
    Exeter
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    Martin Justice
    Associate Solicitor
    Exeter
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    Michael Micklethwait
    Associate Solicitor
    Cullompton
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    Nick Penwell
    Senior Partner / Solicitor / Head of Private Client Department
    Exeter
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    Steven Came
    Consultant Solicitor
    Exeter
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    Expert legal advice you can rely on:


    Wills and Probate

    Life is full of twists and turns and none of us can be sure what the future holds. That’s why creating a Will makes good sense. As more and more people realise the importance of making a Will, it’s no longer seen as something just for the elderly or ill but simply part of sound financial planning for any family or individual.

    Estate Administration

    Upon the death of a relative, administering their estate is an important step to undertake. In some circumstances, this is more difficult because there is no Will or it is somehow invalid. Dunn & Baker Solicitors can guide you through what the right steps are.

    Inheritance and Tax Planning

    Planning ahead for when you die allows you to set out clearly who should get what from your estate. Dunn & Baker Solicitors can help you think through your plans and their financial impact. Our aim is to ensure that your loved ones are cared for when you no longer can.

    Making a Will

    For many of us, making a Will is something we know we should do but never quite get round to. Of course, it’s important not to put it off and the good news is that at Dunn & Baker Solicitors, making a Will could be much quicker and easier than you think.

    Power of Attorney

    In an uncertain world it’s reassuring to know that our wishes will be respected even if we’re not in a position to make our own decisions. That’s why many people choose to create a lasting power of attorney (LPA) to provide protection should an accident or ill health prevent them from making decisions in the future.

    Will and Inheritance Disputes

    The terms of a Will can cause distress. If there isn’t one, this is difficult too. Dunn & Baker Solicitors can advise on any matter where a Will or inheritance is in dispute.

    Have a question or need some help? Call us today on 01392 285000

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    Why Dunn & Baker Solicitors?

    Dunn & Baker Solicitors are part of the QualitySolicitors Network which is the largest network of law firms in the UK, with firms spanning the whole of England and Wales and customer service at the heart of what they do.

    We are dedicated to providing the highest quality legal advice and expertise for our clients in a way that friendly, accessible and clear-talking.