Helping you protect what matters for the next generation

Most people want to pass on as much as possible to the people they love. Whether that means supporting your children with a first home, helping your grandchildren through university, or simply ensuring your hard-earned assets stay in the family, thoughtful estate planning can make all the difference.

We work with families across South Devon to structure estates in a way that reflects their wishes and values. With careful legal guidance, it is possible to reduce inheritance tax liabilities and protect intergenerational wealth, so more of what you have built reaches those you care about.

Whether you are planning ahead or handling the estate of a loved one, we will provide clear, tailored advice at every stage. No jargon. No guesswork. Just support you can rely on.

Speak to Anthea Wilson or Ben Darby today to see how we can help you put the right plans in place for your family’s future.

Thinking about costs?

You can view our pricing policy here for clear, straightforward guidance on fees, typical disbursements and how we quote. No hidden extras, no jargon – just transparency from the start.

 

Reducing inheritance tax with a tailored estate plan

A local family wanted to protect their estate and pass on more to their children. With our advice, they put a plan in place that balanced generosity with tax efficiency.

View case study

The advice we received was clear, sensible and completely tailored to our family’s needs. It’s a relief to know everything is structured properly and we’ve planned ahead.

Inheritance Tax Planning Client

We were daunted by the idea of inheritance tax, but the team broke it down in a way that made total sense. We left feeling informed and in control of our future.

Inheritance Tax Planning Client