• Yorkshire: 01423 520 052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

Inheritance, Wills & Estate Planning

We will guide and advise you on how best to position your assets so that you’re confident they’ll end up where you want them, whilst reducing your tax liability as much as possible.

We develop long-term established relationships with our clients, their children and grandchildren. It is essential to have succession plans in place for the continuity of advice, allowing us to maintain the Ellis Bates service and quality.

Inheritance Tax Advice

By ensuring you have the correct provisions in place we can help you avoid leaving your loved ones a substantial Inheritance Tax liability that substantially diminishes the value of your estate. We can help you protect your assets after your death in the event of a divorce or bankruptcy of one of your beneficiaries.

Estate Planning

Estate planning focusses on the transfer of wealth and/or assets after someone passes away. Distinct from inheritance tax advice, estate planning means we will work with you to find the best plan to distribute your assets in the event of your death.