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How gifts to charities can reduce your Inheritance Tax liability

Many people choose to donate to charities during their lifetime. Lifetime donations and gifts under a Will to charities are exempt from Inheritance Tax. This article explores the benefits of…

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Alison Lloyd

Partner — Private Client

Direct dial: 01202 377963

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Alison is head of our Private Client team specialising primarily in Estate Administration and Powers of Attorney. 

She has undertaken private client work for over 25 years in the local area, since qualifying as a Chartered Legal Executive in 1998. Prior to moving to Laceys in 2023, she headed up a very successful dedicated Probate team within a large corporate environment dealing with a wide range of estates and intestacies from the very straightforward to the more complex and high net worth estates.

Alison adopts a sympathetic and patient approach to a family’s needs at what can be a very emotional time.  She prides herself on being efficient and professional but friendly and approachable at the some time.

Outside of the office Alison is married with a teenage daughter and enjoys cooking, reading, spending time with family and friends and foreign travel.

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Handling LPA Issues: What To Do If Your Attorney Passes Away

Having a Lasting Power of Attorney (LPA) in place gives you the security of knowing that someone...

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New Powers of Attorney Act 2023 becomes law

A new bill aimed at speeding up and simplifying the registration of Lasting Powers of Attorney has...

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change ahead sign

Changes afoot for Inheritance Tax (IHT)

Despite Brexit and Coronavirus, the Government found time to review Inheritance Tax (IHT) and propose radical changes to it. IHT is seen as unfair, the total net wealth of private…

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last will and testament with pen

Inheritance Tax Update – The Residence Nil Rate Band

From 6 April 2017 additional inheritance tax relief is being made available in the form of the residence nil rate band (RNRB).  The Personal Representatives of anybody who dies on…

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