Here at Hart Brown, we have a team of inheritance tax planning specialists on hand to offer personal tax advice and guidance in relation to your estate’s potential inheritance tax liability.
Our trust and estates solicitors are pragmatic in their tax planning solutions and can give answers to many questions, such as “when do you pay inheritance tax?”, “how much inheritance tax will I pay?” or “do I have to pay taxes on inheritance?”. Our inheritance tax planning specialists have saved other clients and their estate’s thousands of pounds through efficient tax planning.
Our trusts and estates lawyers are experts in tax planning with many years of experience in advising clients on how to reduce the tax burden and which trusts clients should consider to reduce their inheritance tax liability.
Hart Brown’s tax advice solicitors are on hand providing advice on pensions and inheritance tax planning, capital gains tax, pilot trusts, deeds of variation and also Court of Protection orders. If you are considering making a gift to your children or grandchildren you will benefit from a discussion with one of our inheritance tax solicitors who can advise you on how this will affect your inheritance tax or capital gains tax position. We may be able to help you find a more tax-efficient solution.
Get in contact today to speak to an expert team of tax advice solicitors on 01483 887766, email us or contact us via live chat.
Jordan is a Solicitor specialising in Wills, lasting powers of attorney and the administration of trusts and estates. He is based in the Trusts & Estates department in Guildford.
Jordan studied law at the University of Southampton, graduating in 2013. Whilst completing his LPC on a part time basis, Jordan worked in the firm’s quality and compliance department as the firm’s Chief Internal Auditor, before commencing his training contract in April 2016.
Having previously undertaken trainee roles in the Family and Residential Property departments, Jordan qualified into the Trust & Estates department where he completed his training.
What does Jordan regard as his specialism?
"The administration of estates and inheritance tax planning in equal measure. My experience of administering estates and calculating inheritance tax liabilities has provided me with valuable insight into how this particularly unpopular tax applies. This type of work has given me the tools to advise clients as to the steps they can take in advance to mitigate their exposure to inheritance tax. I pride myself on providing legal advice in a straightforward manner, cutting through the legal jargon. I always endeavour to work as efficiently as I can in order to provide the best level of service."
Jordan frequently receives great feedback from his clients:
"Just thought I’d email to say thank you really - it’s been a long 11 months but some of the horror stories I have heard from friends who have had to deal with these affairs makes us all realise how efficient and effective you have been so I'd like to thank you on behalf of all our family."
"“Thank you above all for all your exemplary and conscientious work on my mother’s estate, carried out with great patience and attention to every detail.”
“Thanks again for all your hard and conscientious work on the estate and then the will. You have made what could have been a stressful process extremely easy and constructive. I really appreciate the time you have devoted to helping me navigate this.”
"Hart Brown comes up trumps yet again"
“I appreciate your efforts and thank you for helping me to understand the process!”
"Thank you for your help, your ears will be burning, as I have been ringing your praises!!"
“Thank you for all your input, help and time - it has been much appreciated.”
“May I take this opportunity to thank you for your hard work and professionalism - it is a testament to all those who worked so hard on this case that it looks as though it will all be settled by the first year Anniversary. Quite remarkable!”
"I would like to place on record my appreciation of the efficient and quick service you have provided, particularly as I wished to have the new will in place before my departure on holiday."
“I have been impressed by the way you have dealt with the estate and the thorough way each step has been handled”
"Thank you for the way you have handled my father’s estate. It made a potentially difficult task stress free. You may recall that I was executor for my Scottish aunt’s estate at the same time - let’s just say that was a far more unpleasant experience".
A Partner based in Cranleigh, Louise is also Head of the Trusts & Estates team at Hart Brown and has extensive experience in a broad range of Private Client work.
Louise helps clients with all aspects of Private Client work and deals with the formation and administration of trusts, lifetime and post death planning and will drafting. She also works with other professional advisors to provide a complete package of advice.
Louise has considerable experience of applications for probate and estate administration often including complex issues and overseas assets. Additionally, she can help clients with Court of Protection matters including lasting powers of attorney and court applications for gifts.
"Louise Harrhy is highly experienced in probate applications and estate administration especially matters involving offshore assets. She is skilled in Court of Protection matters, including deputyships and lasting powers of attorney." (Chambers UK 2016)
"Louise Harrhy is a really driven and committed lawyer. She advises clients on a wide range of areas, including the creation of wills, the establishment of trusts and the administration of estates. Her work also incudes Court of Protection matters." (Chambers UK 2017)
Louise is also a member of The Society of Trust and Estate Practitioners.
Margaret is an Associate and specialises in wills, the establishment and administration of trusts, probate, tax planning, powers of attorney and court of protection work.
Margaret joined Hart Brown in 2017, bringing with her a wealth of experience to the Trusts & Estates department in Cobham. She has worked as a Private Client lawyer in Surrey for over 30 years, and is also a member of STEP and the Law Society Private Client Section.