FAQs

It depends on estate value, available allowances/reliefs (e.g., nil-rate band, residence nil-rate band) and planning. The standard death rate is currently 40%. 

Yes, often via a  Deed of Variation  within two years of death, which can have retrospective tax treatment. We will explain options and implications. 

Typically, when the deceased owned assets in their sole name (e.g., property, savings). Some jointly owned assets pass automatically, but each institution’s rules differ.

A trust lets appointed trustees hold and manage assets for beneficiaries, either under a Will or a lifetime trust deed, following set terms. 

Separation alone doesn’t end spousal rights, until divorce is finalised, a spouse can still benefit under a Will or intestacy. Review your Will promptly. 

In some cases, structuring ownership (e.g., tenants in common) and including the right kind of trust in your Will can help ring-fence your share after death. Get tailored advice.  

You can  renounce, reserve power to step in later, or appoint an Attorney to act on your behalf. We will guide you on the best route. 

Start by outlining what you need (for example, a Will, probate support, LPAs, or inheritance tax planning) and any key details such as property ownership and family circumstances. Then arrange a consultation with our private client solicitors in Stoke-on-Trent to discuss your aims and next steps.