Inheritance Tax Planning
Our Private Client team can give you specialist advice on all aspects relating to Wills and Estates.
If you are looking to make a Will, or for advice on inheritance tax planning The McKinstry Company can help. We have a robust and thorough knowledge of the inheritance tax system and will be able to advise you on how your estate is likely to be treated after death.
We pride ourselves on being a law firm for life, able to adapt with you and your family’s needs. This is particularly important if you are planning for your retirement and how your finances will be dealt with after your death.
Inheritance Tax Planning Solicitors in Ayrshire & Dumfries and Galloway
Inheritance tax planning can seem overwhelming, and it can be hard to anticipate how the law will apply to you. It is important when you are considering your Will and how your estate will be managed that you also consider the tax implications of your decisions. This is where we come in. Our expert team will meet with you to help you understand the approximate value of your estate and how it will be treated for inheritance tax purposes. We can talk to you about potential reliefs and exemptions and guide you through this complex area.
For example, we can offer up to date, informed advice on the recent changes to the way in which your home may be treated for the purposes of inheritance tax (as a result of a new policy known as the ‘residence nil rate band’). This change to inheritance tax law came in to place in 2017, and many are still not aware of how it applies to them. As experts in this area of law, we can help you understand how your assets will be treated for inheritance tax purposes, cutting through dense legal jargon to offer you clear advice.
We are also experts in Trusts Law, which can be very important for those seeking to pass on assets in a controlled manner to future generations. We can advise on the inheritance tax implications of setting up and managing a trust, as well as offer insight into the best options available for you and your family’s circumstances.
Get in Touch
At The McKinstry Company, we put our clients at the heart of our work. As a firm, we never lose sight of the importance of the client and the outcome which the client seeks from us.
Our goal is to generate and maintain strong and lasting client relationships rather than a transactional approach to the work which we undertake. We are a law firm for life and will work with you as your family and finances change, to ensure that you receive the best possible legal advice.
If you want to learn more about inheritance tax planning, get in touch today. You can contact us today on 01292 281711 or via our online contact form. Our friendly and dedicated team are here to help you.
Really helpful and friendly always replied to calls and emails. Thank you very much for all your help and advice and hard work.Mr S, Auchinleck
First class throughout 100% better than last time we moved house and used a different firm. Always responded to promptly with appropriate detailed replies. First ClassMr N, Ayr
Thank you for the support during a difficult time.Mrs M, Ayr
Every email was timely and actioned quickly. Kirsty and Libby were exceptional to deal with. They kept me informed in a timely manner with the added complication of our sale being carried out whilst we are currently based in America.Anon.
My emails were always responded to in a timely manner no matter who I was dealing with. Thank you to Nat and Kirsty who helped throughout our move and during some difficult times when lock down was first announced! They have both been great.Miss K, Dalry
Everything was done extremely professionally.Mrs G, Ayr
Very happy with the way my case has been dealt with despite working restrictions due covid 19 - thank you. Calls & emails always responded to within reasonable timescale. Very impressed with lawyers and staff I have dealt with during current case and previous divorce case very friendly and efficient.Mrs H, Ayr
All very prompt, efficient, clear, friendly and personable. Not overwhelming with legal jargon. Many thanks for making the process of setting up a will so straightforward.Mrs D, Troon
We required our Wills to be amended and that was done without any problems whatsoever.Mrs F, Ayr
Very business-like and helpfulMr M, Ayr
I was very impressed with the professionalism shown by all members of staff I had any dealing with. All calls and emails were relevant to the sale of my flat. All questions I had were dealt with at the time. For any further legal matters I will certainly be using The McKinstry CompanyMr H, Ayr
Excellent service most happy with attentiveness and customer service.Mr F, Condorrat
Nat & Libby efficiently dealt with every question I had.Mrs K, Ayr
Kirsty understood our weird schedule when we were often 8 hours behind UK time, and simplified things for us by liaising via email. She was extremely approachable and dependable. In Kirsty’s absence, Jodie and Nathaniel would step in and communicate with us, and were very helpful too.Mrs N, Ayr
Great service and always on hand to answer our questions. Prompt and efficient response.Mr H, Ferniegair
Questions and communication were answered promptlyMr W, Sinclairston
Speaking from my own personal experience I was perfectly happy with the service I received. Everything was done to my satisfaction.Mrs I, Largs
Very efficient, timely and very mannerly on the phoneMr McN, Mauchline
The service was superb. Kirsty and team were extremely helpful.Mr and Mrs R, Ayr
First class service from start till finish. Always there to give help and advice.Mr R, Ayr
Great service and advice from a good professional company.Mr R, Kilmarnock
Excellent, very friendly and professional. I will be using you for all my property transactions in the future!Mrs S, Godstone
My case was handled sensitively and smoothly.Mr N, Ayr
Everyone concerned in the sale of our property was very efficient and kept us up to date with all happenings.D Ferguy, Cookstown
Great service. Would recommend you to others.Mr S, Kirkmichael
Communication was always available when required. Made me feel confident throughout the process.Mr L, Ayr
Always replied or phoned back when I needed my questions answered.Miss McF, Patna
A very prompt and friendly service, a pleasure to deal with.Mr R, Aberdeen
Robert was very supportive.M Carruthers, Kilmarnock.
Great, Rebecca was very pleasant to deal with and went out of her way to help with our caseS Everett, Kilbarchan
The solicitor / paralegal I was dealing with was very professional and performed to a high standard. I was very impressed.B Ferguson, Methil
Local firm, word of mouth good reports.K Rooney, Glasgow
All queries were dealt with in a prompt and professional manner and I was kept informed of progress as events developed. Thank you very much for making a difficult situation much easier to deal with.Mrs McG, Ayr
Communication via telephone and email was regular, prompt and comprehensive. All queries and questions were answered with no delays or problems. My experience with the McKinstry Company was pleasant and smooth.Mr McK, Ayr
My family and I received excellent service from everyone with whom we had contact. The service was of the highest standard and, as I have in the past, I will continue to recommend the company to anyone seeking legal assistance.Mrs S, Ayr
All emails and calls were dealt with promptly. Very impressed. Very very pleased with service.Mr and Mrs H, Hull
I enjoy the friendly atmosphere. Very professional.Mrs A, Ayr
Mr Honeyman was very professional and knowledgeable which made us feel reassured. Very happy with the service and if I needed a solicitor again I would get in touch.Mr B, Ardrossan
Prompt quick efficient communication.Mrs K, Cumnock
Ease of making appointments and timescale for completion of business all good.Mr & Mrs T, Maybole
Gave reassurance and comfort at a stressful time. I felt ten times better after our first meeting and support provided ultimately exceeded my desired outcome.Mr N, Saltcoats
The supportive way that the advice was provided along with the willingness to fit appointments in with our requirementsMr R, Ayr
The whole process was handled with upmost professionalism throughout.Mr McN, Kilwinning