Trusts & Inheritance Tax Planning & Advice by Lawyers in Spalding & Holbeach.

As you grow older, or if you have elderly relatives, you will justifiably worry about how you – or they – will manage in the future. We can help you to protect your assets with careful tax planning and advice on the creation and administration of trusts and the best ways to pass on property, shares and other assets to minimize the impact of Inheritance Tax, Capital Gains Tax and many other capital taxes. By taking steps now you can provide security for your dependents to the best of your ability giving you peace of mind and allowing an easier transfer of responsibility when it becomes necessary. If living at home becomes too difficult, our experienced Solicitors can help you find a suitable caring home, plan the move, put your finances in order for your new situation and answer your questions on tax and welfare benefits.

If you prefer to pass on your home to your children whilst continuing to live there, we can protect your right of occupation and explain the tax consequences and similar implications with regard to Social Services and the Revenue.

Our expertise also covers advice on the most tax efficient ways of passing assets through the generations of your family by using trusts and tax allowances which will have greater implications should any of the family suffer from any mental or physical impairment which can have great implications in this regard.

Trusts and Tax

This extensive department can assist you with:

  • Retirement planning/pensions advice
  • Taking an income from your business
  • Lasting Powers of Attorney
  • Court of Protection matters
  • Inheritance tax planning
  • Setting up/managing trusts
  • Offshore options
  • Protecting family assets
  • Selling, renting, passing on your home
  • Living overseas

If you require any further information or assistance please contact:

Spalding Office:

Craig Delaney -




Julia Cole -




Holbeach Office:

Graham England -