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  3. Wills and probate solicitors in Bishop Auckland, Crook and Shildon
  4. Inheritance and tax planning

Inheritance and tax planning

Planning ahead for when you die allows you to set out clearly who should get what from your estate. Smith Roddam 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 Smith Roddam Solicitors, 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.

Arrange an appointment with your local Smith Roddam Solicitors branch and begin planning for your family’s future today.

Team members

Lori-Beth Parsley
Solicitor
Bishop Auckland
Contact

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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.

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.

Advanced decisions for medical treatment | Wills & Probate

Making an Advance Decision about medical treatment and ongoing care avoids any misunderstanding about what your wishes are should you no longer be able to communicate them. Smith Roddam Solicitors can help you plan ahead.

Care after lost capacity

Making a Will usually legally requires a person to have the mental capacity to understand what decisions they are making or what they are agreeing to. There are some instances, however, when this is not possible. Smith Roddam Solicitors can help you make a Will for a family member or loved one who lacks mental capacity.

Community care issues

When adults have special care needs, the local authority is often responsible for providing community care services to help support the individual in their daily life. Community care services can include services provided in your own home, or at another location within the community.

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. Smith Roddam 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. Smith Roddam 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 Smith Roddam Solicitors, making a will could be much quicker and easier than you think.

Will and inheritance disputes

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

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