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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. QualitySolicitors Parkinson Wright with offices in Worcester, Droitwich, Evesham and St Johns 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 QualitySolicitors Parkinson Wright, 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 on 01905 401 893 to arrange an appointment.

Team members

Jean Newton
Partner, Head of Private Client & Estate Agency
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Laura Redding
Partner, Head of Probate & Court of Protection Advice
Evesham
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Cherilyn Ford
Wills & Later Life Advisor
Worcester
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Daria Sviridova
Wills Advisor
Evesham
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Hannah Fryer
Will Advisor
St Johns
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Iszabell Hodoroaba
Solicitor - Wills and Probate
Worcester
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Ryan Byrne
Probate Advisor
Evesham
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Sarah Wood
Partner, Private Client
Worcester
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News and media

  • News
    • Posted on April 25, 2019
      Historically farming families are notorious for failing to succession plan, and often the intention and the process by which ownership of the farm moves from generation to generation do not align. It is necessary to discuss, plan and implement whilst managing external forces such as divorce and taxation. A failure to plan can have a powerful detrimental influence on the development of a business and at worst leave the farm lacking a successor.
      Read more...

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Wills and probate related services

QualitySolicitors Parkinson Wright's Wills and Probate team with offices in Worcester, Droitwich, Evesham and St Johns know how life can be full of twists and turns. None of us can be sure what the future holds. That’s why having a Will makes good sense. People realise that a Will is no longer just for the elderly but simply part of sound financial planning for any family or individual.

Contentious Probate or Will Disputes

There are many good reasons for making a Will: provision for those we care about, peace of mind and avoiding a messy and expensive intestacy (the legal expression for dying without a Will). However, there is a commonly held misconception that once you have made a Will, it puts everything beyond doubt. Unfortunately, that is not always the case.

Inheritance and tax planning

Planning ahead for when you die allows you to set out clearly who should get what from your estate. QualitySolicitors Parkinson Wright with offices in Worcester, Droitwich, Evesham and St Johns 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 QualitySolicitors Parkinson Wright, making a Will could be much quicker and easier than you think.

Probate

A loved one has just died.

It does not matter whether this was expected or unexpected, whether you have dealt with a death in the family or not, the death will be difficult and the first question is what do I do now?

Trusts

For many people, trusts are a useful way to assist in tax planning and to preserve assets. There are various types of trusts and they can be created during your lifetime or by your will.

Will and inheritance disputes

The terms of a Will can cause distress. If there isn’t one, this is difficult too. QualitySolicitors Parkinson Wright can advise on any matter where a will or inheritance is in dispute. We have offices in Worcester, Droitwich, Evesham and St Johns.

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Why QualitySolicitors?

QualitySolicitors is the largest network of law firms in the UK, with local law firms spanning the whole of England and Wales and customer service at the heart of everything we do.

We are dedicated to providing the highest quality legal advice and expertise for our clients, but in a way that’s far friendlier, more accessible and clear-talking than you might expect from a law firm.