Estate Planning

Morr & Co LLP|Private Client|Estate Planning

Protecting your legacy. Secure your family’s future.

Every estate is unique, shaped by personal circumstances, family relationships, and carefully built assets.

Our experienced estate planning team helps you navigate the complexities of inheritance planning, ensuring your legacy is protected and your wishes are honoured.

Why estate planning matters

Planning ahead helps protect what matters most to you. Our dedicated team guides you through each decision, from tax-efficient strategies to protecting family assets. We focus on practical solutions that work for your specific situation.

Wills and estate planning: understanding the difference

A Will documents your wishes for after you’re gone. Estate planning takes a broader view, protecting your assets and ensuring they pass to your loved ones in the most beneficial way.

While a Will is essential, comprehensive estate planning helps secure your legacy for the future.

How Morr & Co help

Our estate planning team includes members of STEP (Society of Trust and Estate Practitioners), bringing authoritative expertise to every client relationship.

We work seamlessly with your existing advisers and draw on specialists across our firm when needed – from commercial to family law experts.

Whether you’re a business owner looking to protect your company’s future, a family seeking to preserve wealth for the next generation, or someone wanting to ensure your wishes are carried out effectively, we’re here to help.

Get in touch

Why is estate planning important?

Tax Efficency

Without proper planning, a significant portion of your estate could be subject to inheritance tax and so planning can help minimise this tax burden, allowing more assets to pass on to your beneficiaries.

Maximising wealth transfer

Effective estate planning allows you to transfer as much of your wealth as possible to your beneficiaries, rather than losing a large share to taxes. This can involve using exemptions, reliefs, and other structures to reduce tax

Avoiding family conflict

Clear estate plans can prevent disputes among beneficiaries over the division of assets, which can often arise if the estate is subject to taxes and complex distribution rules

Use of trusts and gifting

Estate planning allows you to make use of legal structures like trusts or gifting strategies that can mitigate inheritance tax. For example, gifting assets before death can reduce the taxable estate, provided certain time limits and conditions are met

Liquidity for estate

Inheritance tax can create a liquidity issue, meaning your beneficiaries may have to sell assets to cover the tax bill. By planning ahead, you can ensure that sufficient liquid assets are available to pay any taxes due

Protecting family assets

Estate planning can preserve family businesses, properties, or heirlooms that might otherwise need to be sold to pay inheritance taxes

Legislation changes

Tax laws can change, and careful estate planning ensures that your arrangements are adaptable to such changes, allowing you to take advantage of any reliefs or new strategies as they arise

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Estate Planning team

Holly Chantler

Partner, Head of Department

Private Client & Court of Protection
Jonathan Jacobs

Jonathan Jacobs

Partner

Private Client
Natalie Payne

Natalie Payne

Partner

Private Client

Sarah Sarwar

Partner

Private Client

What our clients say:

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“Very professional and knowledgeable staff. I will always be extremely grateful for the support and help that Jonathan has given me through a very stressful and traumatic time in my life.”

Recent Wills, Trusts & Probate Client

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“Natalie at Morr & Co was very professional and personable. Very thorough and quick to respond. A pleasure to deal with. ”

Recent Wills, Trusts & Probate Client

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“I have found Sarah Sarwar extremely professional and helpful in her dealing with my brothers estate, in spite of difficult times with the beneficiaries. I would like to thank her and Grace Salmon for all the help and support they have given me.”

Recent Wills, Trusts & Probate Client

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Contact our Estate Planning lawyers

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