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Inheritance Tax and Estate Planning

Our Private Client Department is experienced in dealing with Inheritance, Tax and Estate Planning. These are important which is why our experienced and qualified Solicitors are able to provide you with expert legal advice on how best to avoid unnecessary tax liabilities and will help ensure that the right people benefit both in your lifetime and beyond. 

Whether you've inherited your wealth or made it yourself, you want to look after it. You want to make sure it's invested wisely with an IFA or investment manager. You will want to minimise your tax liability and we will work closely with your tax advisor to ensure everything is above board. Finally, you will want to ensure your wealth is protected from spendthrift children, the bankruptcy of them or spouses and divorce. 

Your assets, personal circumstances and priorities may change over time, so the careful planning and regular review of your affairs are essential.
We can help you manage your financial affairs by giving you the tools to ensure the right people are in place to look after your finances in case you are not able to yourself. 

Our Private Client Department Solicitors are members of STEP (the Society of Trust and Estate Practitioners) so you can be sure you are receiving the highest level of knowledge and expertise. In short, we can provide you with a service that is tailor-made to your individual needs and personal to you. 

We can assist with the following: 

  • The creation and management of trusts
  • Wills & estate planning
  • Inheritance tax planning
  • Tax planning 
  • Probate 
  • Personal tax returns 
  • Trust tax returns 
  • Capital gains tax planning 

We are here to provide you with all the expert help your need, it is important to make sure that there is a plan in place for your affairs both now and for the future. 
 

Meet our team of legal advisors



Kettering Assistants

Vivienne Johnson


Edward Lamb’s assistant


T 01536 513195
F 01536 410191
E vjohnson@lamb-holmes.co.uk


Kettering Assistants

Carol Britton


Adam Hampton’s assistant


T 01536 513195
F 01536 525368
E cbritton@lamb-holmes.co.uk

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Wills & Probate Department


"We were very impressed by Linda Brooks who made home visits which helped the family considerably. Health issues made visiting your office difficult".

Mr Litchfield

 

“Mrs Linda Brooks who has dealt with the estate of the late Alice Marden has been most friendly and professional. My aunt spoke highly of her. I am sorry that we did not meet however, we had numerous calls, and she sounds a warm, lively person with a great sense of humour.

All the legal work required seems to have been accomplished efficiently and I am grateful that she made it all very ‘user-friendly’. I would like to thank her for all her work and the support she has given”.

Thank you, Linda

M Maisey

 

“I was very pleased with how everything was done. The people who came to my home were well mannered lovely people”.

Ms Dunion

 

"The help i had over making my Will was excellent. I would like to thank Remi and Carol for help in making this Will".
Ms A.Farmer 






Latest Blog


Life Path Trust Support for Living


Date Added 21/06/2017 12:08:00


By Edward Lamb, Solicitor and Partner in the firm One of my voluntary trusteeships is with Life Path Trust.  This is a charity group that supports people with learning disabilities in Coventry and Warwickshire and has support services in Oxfordshire too.  The welfare of people with special needs is fairly well catered for whilst they are of compulsory school age.  The special needs schools tend to be well supported and one example is the annual Rotary sponsored KIDS OUT day...
Read Article

Lamb and Holmes Solicitors have offices in Kettering and Corby, Northamptonshire.

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