Inheritance Tax planning for those affected by mental health law

The payment of avoidable Inheritance Tax can be a severe burden which timely Inheritance Tax planning can reduce or avoid entirely.

However, the position may be complicated if a person is suffering from poor mental health and subject to the Mental Health Acts.

George Ide LLP has a specialist private client department which is experienced in dealing with severe mental health issues often involving the reorganisation of a person's affairs to reduce Inheritance Tax.

The firm is particularly experienced in liaising with the Office of the Public Guardian when there is a Deputy appointed for a person subject to incapacity and is well used to making the necessary applications for the required permissions to carry out tax planning.

Such permissions can often involve a hearing before the Court where experienced professional advice is invaluable.

Liaising with our Investment Department, our mental health and Inheritance Tax planning solicitors can provide an overall invaluable private client service often at a time of great stress.

Services include:

• Applications for Deputyship to the Office of the Public Guardian (OPG).
• Preparation of Statutory Wills in Deputyship matters.
• Inheritance Tax planning
• Lasting Powers of Attorney

Our experienced solicitors are approachable and always happy to give informal initial guidance on mental health related legal matters before taking formal instructions. Please call them direct using the phone numbers featured on this page or send us an email.