Inheritance Tax Planning & Trusts | Howells Solicitors
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Inheritance Tax Planning & Trusts

Inheritance Tax Planning and Trusts

Through careful planning you can ensure that you maximise your inheritance tax ‘allowance’ available on death. There are other reasons why you may want a trust e.g. you have been successful in obtaining compensation due to a personal injury.

Speak to our team today

How we can help

Our Wills, Trusts & Probate specialists can advise you on strategies for minimising the amount of Inheritance Tax payable by your loved ones on your death, as well as the set up and administration of tax-efficient vehicles such as Trusts for future generations.

Advice Guides

A Guide to Writing a Will

A Guide to Preparing for Retirement

Our Wills & Probate specialists can support with:

Wills, Trusts & Probate Articles

Wills, Trusts & Probate
Government concludes no major reform for Inheritance Tax and Capital Gains Tax

07 Dec , 2021

Howells Solicitors

The government’s response to the Office of Tax Simplification’s (OTS) report was finally issued last week (30 November 2021). The OTS report included reviews on Inheritance Tax and Capital Gains Tax. (more…)
Wills, Trusts & Probate
What happens if you lose Mental Capacity?

23 Nov , 2021

Howells Solicitors

None of us can know what will happen to us in the future. It's a scary thought but we may lose mental capacity and not be in a sane or appropriate state to make important, and potentially life changing, decisions....
Wills, Trusts & Probate
Protect Your Home from Care Fees

09 Nov , 2021

Howells Solicitors

As you get older, the possibility of needing additional care and support will become more likely. There are several forms of care and assistance available including home care, sheltered accommodation, care homes and nursing homes. One of the most common...
Wills, Trusts & Probate
How often should you update your Will?

05 Nov , 2021

Howells Solicitors

Making a Will could be one of the most important things to do for your family and loved ones when thinking about the future. But have you thought about how often you should update your Will? (more…)
Wills, Trusts & Probate
What happens to a person’s debt when they die?

18 Oct , 2021

Howells Solicitors

When a loved one passes away it can feel like a huge task to sort out their affairs. There are likely to be a lot of questions surrounding issues that you are unsure about, including what happens to a person’s...
Wills, Trusts & Probate
Probate practitioners call for change surrounding digital assets

21 Sep , 2021

Howells Solicitors

The law surrounding the digital assets of someone who has died is still lacking in clarity and probate practitioners are calling for this to be addressed. (more…)
Wills, Trusts & Probate
Probate fees are set to rise

08 Jul , 2021

Howells Solicitors

Probate fees are set to rise with the introduction of a flat fee as opposed to fees based on the estate’s value. (more…)
Wills, Trusts & Probate
5 reasons to make a Will whilst you’re young

06 Jul , 2021

Howells Solicitors

Solicitor and Wills specialist, Lindsey Rawson explains 5 reasons why it is a good idea to make a Will whilst you’re young. (more…)
Wills, Trusts & Probate
Who would look after your children if you died?

29 Jun , 2021

Howells Solicitors

We know that it’s a hard and uneasy thought to have, but also one which many parents do think about. Do you know who would look after your children if you died? If you have shared parental responsibility and one...
Wills, Trusts & Probate
What is Probate?

22 Jun , 2021

Howells Solicitors

It’s not a pleasant prospect, but at some point during your life you will lose a loved one. During this traumatic time, it can be very daunting not knowing what to do or what happens to their possessions and property.Many...
Wills, Trusts & Probate
How can a Solicitor help with Probate?

Howells Solicitors

You may be wondering how can a solicitor help with probate? The first thing to consider is that you should never underestimate the emotional and physical burden dealing with the estate of a recently deceased loved one. (more…)
Wills, Trusts & Probate
What Will Happen to my Home When I Die?

17 Mar , 2021

Howells Solicitors

“Me and my partner are buying our first home. If we passed away what would happen to our home?” (more…)
Wills, Trusts & Probate
What are the ‘Rules of Intestacy’?

Howells Solicitors

When a person dies their property, finances and possessions, known as the ‘estate’, are inherited. This is usually by a family member; however, it can be anyone you wish, providing you make a valid Will. If there is no valid...
Wills, Trusts & Probate
What is a Deathbed Gift?

Howells Solicitors

It’s not a pleasant subject, but during these uncertain and unprecedented times, many people’s thoughts turn to what happens to our possessions and property when we die particularly if promises have been made to loved ones. (more…)
Wills, Trusts & Probate
Lasting Power of Attorney and the COVID-19 Vaccine

09 Feb , 2021

Howells Solicitors

The Government has this week released guidance regarding people who lack mental capacity and how consent is given for them to receive the COVID-19 vaccine. The new guidance impacts those who need support when making decisions for themselves and for...
Wills, Trusts & Probate
Why do I need to pay a Solicitor to make a Will? – Ask an Expert

11 Dec , 2020

Howells Solicitors

"You can buy a DIY Will kit in high street stores for cheap. Why do I need to pay a Solicitor to make a Will?" (more…)
Wills, Trusts & Probate
How do you deal with an estate after someone dies? – Ask an Expert

Howells Solicitors

“My partner has passed away suddenly, and I’m at a loss to where to start when dealing with the legal aspects of his estate. Where do I begin?” (more…)
Wills, Trusts & Probate
What happens when someone dies and you owe them money? – Ask an Expert

Howells Solicitors

It’s common for people to accept loans from family members or friends. This can be to help pay for mortgage deposits, home repairs, to cover business investments or help pay for large purchases, to name a few. As the loans...
Wills, Trusts & Probate
How can I make formal arrangements for my funeral?

16 Nov , 2020

Howells Solicitors

Ask an Expert - Letter of Wishes Whilst death and dying is sometimes seen as taboo subjects, many people like yourself do think about their funeral arrangements. Some people may wish for a specific person to deal with their funeral...
Wills, Trusts & Probate
Welcome Update to the Intestacy Rules

21 Oct , 2020

Howells Solicitors

The intestacy rules have now been updated to increase the amount that a surviving spouse can inherit when a person dies without leaving a valid will.  This is known as the Fixed Net Sum. The last update took place in...
Wills, Trusts & Probate
DIY Wills: Are they worth saving a few pounds?

10 Oct , 2020

Howells Solicitors

It may seem like a cost effective way to obtain a Will, but purchasing a DIY Will can come with costly dangers. They could cost could cost you more in the long run! (more…)
Wills, Trusts & Probate
Do I Need a Lasting Power of Attorney – Ask an Expert

09 Oct , 2020

Howells Solicitors

“I have a Will and have been advised to also get a Power of Attorney. Do I really need a Power of Attorney and a Will?" (more…)
Wills, Trusts & Probate
Why you should have a Will when you’re young

03 Oct , 2020

Howells Solicitors

It’s a hard truth but death won’t wait for you to have your affairs in order. Death also doesn’t care if you’re 21 or 98 which means you should be prepared by creating a Will. Anything can happen. (more…)
Wills, Trusts & Probate
Why you need a Will

10 Sep , 2020

Howells Solicitors

Usually we don’t want to discuss death – it’s a morbid subject and, for many, it may seem very far away. However, it may sound cliché, but we don’t know what life will throw at us, and all what we...
Wills, Trusts & Probate
What is Probate and why do I need a Solicitor?

08 Sep , 2020

Howells Solicitors

It’s not a pleasant prospect, but at some point during your life you will lose a loved one, and you may be left responsible for what happens to their possessions and property. The last thing you want during this traumatic...
Wills, Trusts & Probate
New Lasting Power of Attorney service launched by the Office of Public Guardian

28 Aug , 2020

Howells Solicitors

Anyone who has ever applied for a Lasting Power of Attorney (LPA) will know how slow the process can be.  Whilst some of the time taken to register a LPA is due to statutory waiting periods, in the current digital...
Wills, Trusts & Probate
What happens if you don’t have a Will?

10 Jun , 2020

Howells Solicitors

For many of us, death, or the prospect of death is something they would rather not think about. We know from discussing with our clients that some people are not very comfortable around death – whether it’s thinking about your...
Wills, Trusts & Probate
Making a Will and Lasting Power of Attorney in the time of Coronavirus

01 Apr , 2020

Howells Solicitors

The Law Society and the Ministry of Justice have been examining the difficulties faced by members of the public regarding the making of Wills and Lasting Powers of Attorney during the coronavirus epidemic. (more…)
Wills, Trusts & Probate
Howells expands Wills, Trusts & Probate department and appoints new specialist

27 Sep , 2019

Howells Solicitors

Howells are thrilled to be expanding another department this year, with the appointment of a new Wills, Trust & Probate specialist, Stephanie Chung. (more…)
Wills, Trusts & Probate
First probate registry closes as application delays drag on

23 Aug , 2019

Howells Solicitors

The first probate register office to shut under the £1bn courts reform programme will close its doors next week, the government has announced - to the fury of solicitors already waiting months for grants of probate. The Law Society said...
Wills, Trusts & Probate
Watch out when drafting a Lasting Power of Attorney

04 Jan , 2019

Howells Solicitors

A lasting power of attorney (“LPA”) is a legal document that lets you appoint one or more people (the ‘attorneys’) to help make decisions, or to make all decisions on your behalf. There are two types of LPA: a Property...
Wills, Trusts & Probate
The law around Wills looking to be modernised

21 Aug , 2018

Howells Solicitors

At the end of last year, The Law Commission held a consultation into modernising the law around Wills and Testaments which ended on the 10th November 2017. (more…)
Wills, Trusts & Probate
Case highlights the importance of updating your Will

Howells Solicitors

The Importance of keeping your Will up to date cannot be underestimated as demonstrated in the recent decision of Ubbi & Anori v Ubbi 2018. (more…)
Property & Conveyancing
Howells Expands Wills and Conveyancing Teams

16 Aug , 2018

Howells Solicitors

Howells Solicitors have recently expanded both their busy Conveyancing team and their Wills, Trusts and Probate team by appointing expert solicitor Amy Kavanagh and Trained Licence Conveyancer Amy Rouse, as well as paralegals Millie Nicholson and Louise Tissington. (more…)
Wills, Trusts & Probate
£171,300 for Charity in Wills

23 Nov , 2017

Howells Solicitors

Howells is delighted to have raised approximately £171,300 of future income for the Free Wills Month charities in March 2017! 2017 saw a record breaking amount of future donations raised – over £5,876,387!! As part of the Free Wills Month,...
Wills, Trusts & Probate
Howells launches new Postal Wills service!

20 Sep , 2016

Howells Solicitors

The Wills and Probate team have expanded their services by launching a new Postal Wills service. The new service will enable you to write a Will without the need to attend an appointment, so you can complete your will in...
Wills, Trusts & Probate
Wills and Probate expand presence in Barnsley

04 Aug , 2016

Howells Solicitors

The Wills and Probate team have expanded their presence across South Yorkshire as Thomas Scott, a member of the Wills and Probate team, will now be permanently based in our Barnsley office  every Monday and Tuesday. Clients wishing to see...
Wills, Trusts & Probate
Rise in number of people who die intestate

31 May , 2016

Howells Solicitors

The number of enquiries about people who have died without making a will has more than doubled over the past five years, Citizens Advice says: https://www.bbc.co.uk/news/uk-36325871

The Team

Our team are highly knowledgeable and experienced in all areas of Wills and Probate. They are passionate about helping people take control of their affairs and ensuring rights and wishes are upheld. The team will put you at your ease immediately – while their professionalism and eye for detail will have you leaving relaxed and reassured.

We can meet with you personally in the comfort of our offices in Sheffield, Rotherham and Barnsley. If you are physically unable to attend any of our offices, a home visit can be arranged.

Lindsey Rawson

0114 249 6672
Contact Profile
Louise Tissington

0114 249 6692
Contact Profile