Estate Planning

We work closely with clients to help them achieve their Estate Planning objectives. Our Private Client Tax team and advisors have the technical knowledge, experience and ability to deliver a complete Estate Planning service.

We have significant expertise in Estate Planning and tax advice relating to Inheritance Tax, Wills, Trusts Estates and Pensions. Our Private Client Tax team, Corporate and Business Tax teams will work closely together to deliver a completely integrated Estate Planning service.

We are proactive and not reactive with our clients and continually provide clients with innovative and practical solutions in line with their circumstances that meet their objectives.

Inheritance Tax and Wills
We work closely with clients to formulate a long-term Inheritance Tax planning strategy and have the technical ability to deliver innovative solutions to fit our client’s circumstances; Meer & Co. Private Client Tax team works with advisers.

We offer you a wide range of bespoke solutions, combining practical advice and strong technical skills to meet your individual circumstances.

Trusts and Estates
We work closely with advisors who have significant experience in the formation and operation of Trusts and the administration of Estates. We take time to work closely with clients and their families at what can be a difficult time, giving technically sound, practical advice, from a tax protection perspective.

Pensions
Our tax planning team has the technical knowledge to advise clients on tax issues around pensions working closely with independent pension advisors.