Tax Advice

Unless you’re a financial expert, dealing with tax in relation to a deceased person’s estate can be incredibly complicated. It is an added pressure during what is already an emotionally challenging and stressful time and can involve many different aspects of tax including:

  • Calculating initial inheritance tax liability and considering if it is possible to claim a partial refund.
  • Making capital gains tax calculations.
  • Liaising with the Revenue on the valuation of assets.
  • Investigating and advising whether there is any advantageous tax saving possibilities.
  • Completing income tax returns
  • Ascertaining whether any transferable nil rate band is available and if so calculating it.
  • Advising on the residence nil rate band and its availability

At Morecrofts, our specialist Private Client team have a wealth of experience in advising on and dealing with Tax Issues. Your expert lawyer will deal with you sensitively and professionally ensuring that all of the tax issues are dealt with efficiently giving you the peace of mind in knowing that everything is being taken care of.

To find out more or to speak to someone, call 0151 236 8871, email or use our contact form.

Was this article helpful?

Call: 0151 236 8871 Email: Call: 0151 236 8871


We offer a number of levels of services to assist clients through the difficult process of obtaining the Grant of Probate OR Grant of Administration.

More info Link

Enduring Powers of Attorney

LPAs replaced Enduring Powers of Attorney (EPAs) in 2007, when the Mental Capacity Act came into force.

More info Link

Court of Protection

Our Private Client team will be able to advise you and deal with all applications to the Court of Protection and registrations with the Office of the Public Guardian.

More info Link

Making a Will

Although it may seem sombre, making a Will is one of the most important things you can do.

More info Link

Advising the Elderly

With so much to consider when looking at your affairs and family's future, we can work with you to ensure your wishes are fulfilled.

More info Link


When planning how you will provide for your loved ones upon your death you may want to consider setting up trusts.

More info Link

Dealing with property

When you’ve lost a loved one, there are many confusing and complex legal matters to deal with, one of which may be any property that has been left behind.

More info Link

Giving Away Your Home

Gifting your home to your children can be complicated. It's important to be clear on all angles.

More info Link

Inheritance Tax Planning

If you are keen to minimise the tax payable on your death, there are steps you can and should take now.

More info Link

Lasting Power of Attorney

It is really important to appoint somebody who has authority to manage your affairs if you are unable to do so yourself.

More info Link