Inheritance Tax & Succession Planning

Nothing is certain but death and taxes.  It is important to bear that in mind, alongside another short fact - Inheritance Tax is presently charged at 40%*.  Why would you wish to work all your life to then see such great proportion of your estate go to HMRC?  It is imperative that you seek specialist advise on how to mitigate such liabilities now and whether any special exemptions or reliefs apply.

As a firm based in the heart of North Yorkshire, we have particular specialism in Agricultural and Business assets and can provide the necessary advise to ensure that your assets are protected on death and importantly, pass to your successors in an effective and most tax efficient manner.

We have a dedicated team of lawyers who have a wealth of knowledge and experience in providing advice in all aspects of this area.  We provide ourselves on listening to the individual, family and business needs and tailoring our advice to ensure that you receive the best advice.

We also offer home visits for infirm clients who are not able to attend the office and all our lawyers are fully DBS checked, so you can feel confident in asking us to attend at your home to discuss your matter.

Finally, many of our lawyers are STEP (Society of Trust and Estate Practitioners) qualified ensuring the

highest standards of service are provided.

*at the date of writing - September 2021

Our People

D I D   Y O U   K N O W  ?

We have Private Client Lawyers who are STEP Qualified

David Shackleton



Annabel Ashford

Paralegal | Apprentice Solicitor


Matthew Ainsworth

Paralegal | Trainee Legal Executive

Bedale and Thirsk

Claire Green

Associate Solicitor


Marie Nelson

Associate Solicitor


Michael Armstrong



Lizzy Mills

Associate Solicitor


Victoria Trelease

Associate Solicitor


Alison Johnson

Chartered Legal Executive