Estate Planning
Tax Advice for Estate Planning
Clear, practical support for inheritance tax planning, trust and estate returns, probate tax, family wealth planning, and business and property succession.
Who this page is for
Families, executors and trustees who need specialist advice on inheritance tax, wealth transfer and estate administration — not a generic checklist. We help you protect what you have built and pass it on with fewer surprises.
Whether you are planning ahead, administering an estate, or managing an ongoing trust, you get senior-led guidance with fixed fees confirmed in writing.
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Families & lifetime planning
IHT exposure, gifting and structures that protect what you pass to the next generation.
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Executors & trustees
Probate tax support and accurate trust and estate returns with clear HMRC compliance.
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Business & property succession
Passing a company or portfolio to family with tax and commercial planning aligned.
Our services for estate planning
Five focused areas of estate and family tax advice — choose the service that matches your situation.
Inheritance Tax Planning
Reduce your estate's IHT liability and protect your family's inheritance
Learn moreTrust and Estate Tax Returns
Accurate reporting for trusts in administration and ongoing trusts
Learn moreProbate Tax Support
Expert guidance for executors managing a deceased person's estate
Learn moreFamily Wealth Planning
Integrate tax planning across your whole family's wealth
Learn moreBusiness and Property Succession
Plan the transfer of your business or property legacy to the next generation
Learn moreWhy families choose UA Tax
Early, practical planning
We map IHT exposure and options clearly — so you act while you still have the widest choice of strategies.
Fixed fees
Fees agreed in advance and confirmed in writing. No surprise bills or open-ended hourly estimates.
Plain English
We explain your position and options clearly, so you understand the advice — not just sign a form.
Ready to discuss your estate or family tax position?
Book a consultation and we will confirm what you need and provide a fixed fee quote in writing.