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Inheritance Tax and Estate Planning

Here at Rubin Lewis O’Brien we understand that everyone has different circumstances; some people have second or third marriages, some are unmarried but in long term relationships, and some people are single.  No two people are the same, and this is the same with Wills.

We take the time to get to know you and your circumstances, ensuring that we provide the best advice and create documents which take account of your personal situation.

By going through a planning process, we can address matters such as Inheritance Tax where we can advise on options for minimising the effect that this tax may have on your estate.  We can advise how to protect vulnerable beneficiaries – such as disabled children or those with mental health issues – whether by the use of Trusts or by other methods.

We can help you make decisions now to help protect your home and your assets for those you wish to inherit.

Whatever you are seeking to achieve, we will listen to you, discuss and work with you to achieve the desired result whilst ensuring that we do not use baffling legal jargon.


Client Feedback

“My questions were answered quickly at every stage and I was aware of how things were progressing. Even during the start of the pandemic.”

Client 49PC

Direct lawyer contact

All clients are assigned a fully-qualified lawyer who is your main point of contact.

Free First Consultation

We do not charge for an initial consultation

No hidden costs

All fees are communicated upfront. We seek approval if any additional costs arise.