Inheritance Tax
Inheritance tax (IHT) is payable on estates worth more than £325,000.
Anything below this is known as the nil-rate band and is not subject to tax. Inheritance tax is currently charged at 40% of the value of your estate which exceeds the nil-rate band.
As of April 2017 an additional £100,000 nil-rate band was introduced, which increased each year until 2020/2021 to reach £175,000 to give a combined nil-rate band of £500,000 for individuals and a combined £1 million for married couples and civil partners. This extra nil-rate band only applies if you pass your property to direct lineal descendants.
At Rothera Bray we understand that when you have worked hard to build up your estate and assets you want to hold on to this wealth to pass on to future generations. Our private client team will work closely with you to provide tailored solutions to minimise the amount of inheritance tax you have to pay.
The rules surrounding inheritance tax relief and exemptions are not easy to navigate but we can advise you on the best strategies for making the most of your wealth.
Why use Rothera Bray for minimising the amount of Inheritance Tax?
We get to know you and your individual circumstances so we can provide you with the best options for minimising IHT based on your wealth, assets, who will benefit from your estate and what finances you require.
We can draw on the experience of our Wills, Probate, Property and Family Law teams where necessary.
We have a network of independent financial advisors we work closely with who we can refer you to for financial advice.
We can advise you on drafting or updating wills or trusts to take advantage of IHT relief.
We can advise you on lifetime gifting to minimise the size of your estate and the amount of IHT liable.
We can advise you on IHT relief where you have a trading business or agricultural business or property.
We can advise you on making gifts to charity or leaving a percentage of your estate to charity to reduce the IHT rate.
We can advise you on transferring money between spouses or civil partners, which are exempt from IHT.
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“We’re upfront about costs – so there’s no hidden surprises”
Kirsten Wood
Head of Wills and Probate
stars
Posted 16 January 2026
I found George very helpful in supporting me with my settlement claim. He ensured that he had read all the documentation prior to our meeting and kept me informed at all times.
Andrea Newman
stars
Posted 16 January 2026
Laura and Amy were professional and friendly from the Start. Laura put me at ease straight away and everything was explained to me in a manner that I understood. This is not the first time I have seen her, she organised Probate for me in 2024 and I wouldn't hesitate to use her again or recommend her.
Janet Altman
stars
Posted 16 January 2026
I changed my solicitors to Rothera Bray and was allocated Sarah Gill to act for me. Sarah was superb! She motivated me to fight on, advised me on the law, guided me through the legal process and gave me confidence in court. It was a very difficult fight but together we achieved a most satisfactory conclusion. While Sarah was very professional, I felt she was my friend. She kept me focused and determined to see my fight through to the end. Thank you, Sarah. You are great.
Heidi
stars
Posted 15 January 2026
I have been working with VUS Ltd for almost a year now following a DVSA Stop and subsequent MIVR they were recently summoned to an STL Meeting at The Office of Traffic Commissioner, I advised the MD of VUS that it would be advisable to get a specialist Transport Solicitor on board to assist with this matter. I always give the names of 2 different Solicitors to my client one being Georgina Power who I had worked with on a PI for Woodspace Ltd (t/a C Dart). Thank you again to Georgina who did a very professional job and I will contact her again when I need to.
Peter Adams - Transport Manger
stars
Posted 15 January 2026
I was put in contact with Georgina Power at Rothera Bray Solicitors following our request to attend an STL (Senior Team Leader meeting with the Traffic Commissioner). From the first conversation I was made to feel comfortable with both the professionalism along with the knowledge/experience to deal with our case. Throughout the process we were guided/advised in all area's along with the required expectations, a witness statement was prepared along with the required supporting evidence in advance of our case. At the STL meeting we were supported by Georgina verbally and on the back of this a positive outcome was achieved.
G Barker
stars
Posted 13 January 2026
Rothera Bray put a strong hardship case for me successfully. I would like to give a personal thanks to Anton who was kind, approachable and I was impressed with his professionalism. If you want a lawyer who will work your behalf to get the best result then look no further. I can not thank them enough.
Chris H
stars
Posted 9 January 2026
Will was amazing, very quick to respond and professional in my recent experience with the company. Highly recommended.
Karen A
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Posted 7 January 2026
We had an excellent experience working with Amelia. She helped us with setting up trusts for our properties, gifting a property, and preparing our wills, all handled with great professionalism and clarity. Everything was completed to a tight deadline and Amelia ensured the process ran smoothly from start to finish. She also linked us with an accountant and arranged the necessary documentation for related activities and ongoing financial management, which made everything seamless and stress-free. We felt well supported throughout and would highly recommend Amelia’s services.
Matt R
stars
Posted 6 January 2026
Emma was very calm and professional, her advice was spot on especially when dealing with sensitive matters such as the children.
S.S
stars
Posted 5 January 2026
The final run up to completion of our sale was very stressful but we were helped by Luisa, Abbey's assistant. She maintained contact with us and updated us at each stage, extremely calm, empathetic and approachable at all times. She went out of her way to find information for us and keep us informed of the progress.
Residential Sale client
stars
Posted 5 January 2026
We have recently instructed Rothera Bray for the sale of our house and purchase of our new home. It has been a challenging sequence of events, for various reasons outside of our control, but Abbey Freeman has guided us through it, giving us information and explanations very clearly and answering our questions in a timely manner.
Conveyancing client
stars
Posted 5 January 2026
We asked Rothera Bray Solicitors - West Bridgford to write our wills and received excellent service and guidance from Talita Fantauzzi. She was professional and friendly in delivering the advice we needed. We would definitely recommend Rothera Bray Solicitors and would use them for any future legal advice and work we may require.
Susan T
Jeremy Allen
Partner & Head of Trusts and Court of Protection
Jeremy Allen is a Wills, Probate and Trusts specialist at Rothera Bray Solicitors and is based at our Lace Market offices in the heart of Nottingham City Centre.
Russell Dalby
Partner
Russell is a Partner based at our Market Harborough office and specialises in all areas of Private Client work. He predominantly deals with probate administration and estate planning work – such as advising on Wills, Lasting Powers of Attorney and Inheritance Tax planning.
Ann Farnill
Partner
Ann Farnill is a Partner in Rothera Bray’s Wills, Probate and Trusts department and is based at our Mapperley office. She specialises in Wills, Inheritance Tax planning, Powers of Attorney including acting for lay attorneys, Estate planning and administration.
Nelissa Hicks
Partner
Nelissa is Partner at Rothera Bray with a demonstrated history of working in the legal services industry. Nelissa has over 20 years’ experience as a Wills, Probate, Tax and Trusts solicitor and is based at our Loughborough office. She is skilled in Inheritance Tax Planning and the Administration of Trusts and Estates.
Martin Witherspoon
Partner
Martin provides advice and assistance with regard to Wills, Powers of Attorney and administration of estates at our West Bridgford Office.
Kirsten Wood
Partner & Head of Wills and Probate
Kirsten Wood leads the firm’s Wills and Probate department and is a partner with over 18 years’ experience specialising in will drafting, tax, trusts, estate administration and lasting powers of attorney.
Melissa Merry
Consultant
Melissa Merry is a Consultant in our Wills and Probate department, with over 30 years of experience in private client work. Melissa is based at our Derby city centre branch.
Eleanor Robinson
Managing Associate
Eleanor Robinson is a Wills, Probate and Trusts specialist at and is based at our West Bridgford office.
Sarah Soo
Managing Associate
Sarah Soo is a Wills and Probate specialist at Rothera Bray Solicitors and has specialised in private client work since she began her career. Sarah is currently based at both our Beeston and Nottingham offices.
Amelia Carruthers
Senior Associate Solicitor
Amelia Carruthers is a Senior Associate at Rothera Bray’s Derby office and is experienced in drafting wills, lasting powers of attorney, administering estates and providing tax advice and planning.
Sandra Garvey
Senior Associate
Sandra is a Senior Associate in our Wills & Probate department based at our Market Harborough office and has over 35 years in experience in dealing in all areas of Wills & Probate.
Julie Graham
Senior Associate Solicitor
Julie is a Senior Associate Solicitor in our Wills and Probate department and is based at our West Bridgford Office.
Amy Goodwin
Associate Solicitor
Amy Goodwin is an Associate in Rothera Bray’s Wills and Probate team and is based at our Derby office.
Sam Hardy
Associate
Sam is an Associate in Rothera Bray’s Wills, Probate and Trusts department, specialising in trusts and estates administration. He is based at our Market Harborough office.
Rebecca Lee
Associate Solicitor
Rebecca is an Associate Solicitor in our Wills & Probate team based at our Leicester office.
Jasmin Marshall
Associate Solicitor
Jasmin Marshall is an Associate Solicitor in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.
Libby Birt
Solicitor
Libby Birt is a Solicitor in Rothera Bray’s Wills and Probate department and is based at our Loughborough office.
Toby Byford
Solicitor
Toby is a Solicitor in the firms specialist Trusts team. He is based at our Lace Market office.
Talita Fantauzzi
Solicitor
Talita Fantauzzi is a Solicitor in Rothera Bray’s Wills and Probate department and is based at our Nottingham office.
Lacey Glover
Private Client Executive
Lacey Glover is a Private Client Executive in Rothera Bray’s Wills and Probate department. She is based at our Beeston office but can visit clients across the East Midlands.
Ed Granger
Solicitor
Ed is a solicitor in the firm’s specialist trusts team. He is based at our Lace Market office.
Rebecca Holmes
Legal Executive
Rebecca is a Legal Executive in our Wills & Probate team. She is based at our Lace Market office.
Ria Makwana
Solicitor
Ria Makwana is a Private Client Solicitor specialising in Wills, Trusts, Estate Planning and Administration, and is based at our Loughborough office.
Sallie Poultney
Private Client Executive
Sallie is a Private Client Executive in the Private Client Department at our Market Harborough office. She advises clients on a range of private client services including Wills, Probate and Lasting Powers of Attorney.
Alison Richardson
Legal Executive
Alison Richardson is a member of the wills, trust & probate team based at our Mapperley branch.
Rebekah Royles
Legal Executive
Rebekah Royles is a Legal Executive in Rothera Bray’s Wills and Probate department and is based at our office in Mapperley, Nottingham.
Amanda White
Private Client Executive
Amanda is a Private Client Executive in the Wills and Probate department at our Leicester office. She advises clients on a range of private client services and has been handling her own caseload since 2014.
Laura Windsor
Chartered Legal Executive
Laura Windsor is a Chartered Legal Executive in Rothera Bray’s Wills and Probate department and is based at our Beeston office.
Jack Cooper
Senior Paralegal
Jack Cooper is a Senior Paralegal in Rothera Bray’s Wills and Probate department and is based in Loughborough, Leicestershire.
Anna Guy
Senior Paralegal
Anna Guy has over 10 years’ experience of working in law firms, and 7 years’ experience of dealing with Wills and Probate matters.
Rochelle Hutton
Senior Paralegal
Rochelle works in the private client team at the Market Harborough office, having joined the firm in November 2024.
Hollie Moore
Senior Paralegal
Hollie Moore is a Senior Paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.
Sarah Simpson
Senior Paralegal
Sarah is a Senior Paralegal in our Wills & Probate department based at Market Harborough office.
Lisa Warren
Senior Paralegal
Lisa Warren is a Senior Paralegal in Rothera Bray’s Wills and Probate team and is based in Derby.
Beth Ashton
Paralegal
Beth Ashton is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Derby Office.
Morgan Bramley
Paralegal
Morgan is a Paralegal in our Private Client department and is based at the Mapperley office.
Amy Emmerson
Paralegal
Amy Emmerson is a Paralegal in Rothera Bray’s Wills and Probate team and is based at our Beeston office.
Brett James
Paralegal
Brett James is a Wills and Probate Paralegal at Rothera Bray Solicitors and is based at our Lace Market, Nottingham office.
Michelle Kingston
Paralegal
Michelle Kingston is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Lace Market, Nottingham branch.
Kathryn Lane
Paralegal
Kathryn Lane is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Loughborough office.
Elaine Langley
Paralegal
Elaine is a Paralegal in the Wills and Probate department based at the West Bridgford office.
Morgan McGahan
Paralegal
Morgan is a Paralegal in our Wills and Probate department and is based at our West Bridgford office.
Janet Prentice
Paralegal
Janet Prentice is a Paralegal in Rothera Bray’s Wills, Probate and Trusts department and is based at our Lace Market office in the heart of Nottingham city centre.
Gill Subbarao
Paralegal
Gill Subbarao is a Paralegal in Rothera Bray’s Wills and Probate department and is based at our Mapperley office.
Georgia Weller
Paralegal
Georgia is a Paralegal in our Wills and Probate team. She is based at our Market Harborough office.
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