Estate and Inheritance Tax (IHT) Planning2022-05-18T15:00:19+00:00

Estate and Inheritance Tax (IHT) Planning

More Than Half a Century’s Experience Specialists in Complex and High Value Cases
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Experienced Estate and Inheritance Tax (IHT) Solicitors

Regardless of the size of your estate it is important to realise that there may be opportunities to reduce your tax liabilities.

At OGR Stock Denton, our team can provide up-to-date advice on the most straightforward and efficient way to arrange your affairs.

Our lawyers can advise on matters including.

  • Lifetime capital tax planning
  • Lifetime tax planning through the use of trusts
  • Making regular gifts out of income
  • Utilising annual allowances
  • Shared accommodation

You may also be considering living with other family members, either in a “granny flat” or within their household and either making a joint purchase or contributing capital towards a purchase. In circumstances there may be legal and tax implications that you have not considered and before going ahead it is prudent to take legal advice.

To make an appointment to discuss any aspect of Private Client Law please email or phone 020 8349 0321.

Guiding you through
Estate and Inheritance Tax (IHT) Planning

Guiding you through
Estate and Inheritance Tax (IHT) Planning

Need Advice?

As a firm we can also advise on the rules relating to Inheritance Tax (IHT), which can be notoriously complicated and are presently under review.

When the so-called “death duties” were first introduced it had been intended that they were levied only on the largest estates, but the steady increase in house prices has meant that an increasing number of people have found themselves liable to pay the tax as the years have gone by.

At OGR Stock Denton, our lawyers are able to advise you on how the rules are likely to be applied to any given estate and the options available for reducing your liabilities. We can also offer guidance on matters including lifetime gifts, IHT reliefs and assets exempt from tax

For further guidance on Estate and Inheritance Tax (IHT) planning and how the rules relate to your own particular circumstances, please visit our contact us page.

Our Legal Team

Testimonials

Read more reviews and testimonials here

“We have used the services of OGR Stock Denton over recent years, for production of Wills, probate and house sale/conveyancing. On all counts, the service provided has been efficient and professional, and the staff approachable and supportive. Will continue to use OGR Stock Denton for future work as needed.”
“ All round brilliant team at OGR. After being badly let down by another solicitor, Priti Shah sorted our parents’ probates quickly and efficiently. She is very knowledgeable and on the ball and structured things in such a way she saved us lots of money. We also had conveyancing done by Ben Menaham which was smooth and hassle free and overseen by Michael Stock. Thank you.”
“Great service for our wills and POA.”
“Dealt with Richard Denton. Extremely professional and pragmatic. A real pleasure.”
“Our advisors very highly recommend OGR Stock Denton. They’re not the cheapest in the market but they’re expertise is second to none and they’re one of the best legal firms our advisors have had the pleasure in working with.”
“A big thank you to Priti Shah & Nicola Levy of handling my father’s estate with patience, sensitivity & professionalism. It’s complex works especially dealing with assets from overseas but they have managed it very well. It’s a pleasure to be a client of them & I will continue to recommended them.”
“I just wanted to drop you a line to say how great Tim has been from the time he joined the probate up until today.”
Swift response and endless paitence, Wills, Trusts & Probate - Probate
“Me and my family where introduced to OGR Stock Denton regarding a number of matters that we needed to resolve. Not only was there a lot of money at stake but this was a dispute that involved family so a lot of emotion too. There was nothing the firm couldn’t do, we loved the fact they had an expert for every area we needed to deal with and they are very good at leveraging their colleagues experience and expertise. With regards to Ian Pearl who was our main point of contact, he was thorough, patient and always one step ahead. He was very good at making things manageable and would keep you informed every step of the way. I don’t think it is unfair to say that without Ian our current position as a family could be very different! We are extremely grateful and cannot thank OGR Stock Denton and Ian for their exceptional work and persistence throughout!”
No hesitation in recommending, Wills, Trusts & Probate - Probate
“I dealt with Jamie, and found him a very helpful and pleasant person to work with. He had much patience for our complications and queries, and was always happy to explain everything step by step in a very clear way. I gave him a rough ride, but he made it smooth for me.

I would highly recommend to others!”

“A big thank you to Priti Shah & Nicola Levy of handling my god father’s estate with patience, sensitivity & professionalism. It’s complex works especially dealing with assets from overseas but they have managed it so well. It’s a pleasure to be a client of them & I will continue to recommended them.”

Recent Insights

What Our Clients Say

“All round brilliant team at OGR. After being badly let down by another solicitor, Priti Shah sorted our parents’ probates quickly and efficiently. She is very knowledgeable and on the ball and structured things in such a way she saved us lots of money. We also had conveyancing done by Ben Menaham which was smooth and hassle free and overseen by Michael Stock. Thank you.” – Monica

“I owe you a great debt of gratitude for the kind, helpful, empathic way you dealt with me and went about your business at a time in my life when I was suffering huge emotional pain. I did not really understand what was happening to me but you did, and your advice was invaluable”. – Stephen Wiser

“A big thank you to Susan Bernstein for her help and support during my redundancy process, you made the legal part stress free and easy to follow. I fully trust your work and will recommend your services in the future.” – Meital

“I called you with a difficult situation and within 30 minutes you had addressed the main issue and very clinically identified what needed to be done. Your attention to detail and your work approach are of such a high standard that i have no doubt whatsoever that any client you deal with will only have good things to say. You are a true ambassador to your firm and your profession, with the care you show and advice you give. I would like to thank you again for the wonderful job you did at such short notice and i have no hesitation in using your services again and recommending your firm.” – Meir

“ We completed our home move in June, beating the Stamp Duty deadline by 4 days, and were extremely satisfied with the way the whole selling and buying process was handled by Robert Rosenberg. He was super efficient and communicated with us constantly throughout the process. We highly recommend him. and OHR Stock Denton, to anyone looking for a painless and stress-free experience. ” – Colin

“I would like to say a huge thank you to Winston Kan of OGR Stock Denton LLP for the outstanding work he did on my car accident case. He supported me and my family through the long and exhausting process. There were times when I was ready to give up but he patiently and supportively guided me all the way. All the best wishes from me and my family.” – Hana

“Winston Kan & Michael Stock of OGR Stock Denton LLP have been a great support throughout the process and Winston has demonstrated the highest levels of professionalism and genuine care throughout this difficult process. I highly recommend these lawyers, they are very attentive and honourable.” – Aziza

“I must thank you Ian, and Stephen, for your professionalism though the complex and protracted negotiations and for the support, understanding and patience you have shown me personally throughout.” – Malcolm

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