Estate Planning & Personal Tax
Protecting your wealth for the future
There are two certainties in life – death and taxes – and we can help you to address the latter by putting in place a flexible, tax efficient will.
Taxation is a concern for most people and over the last few years, tax legislation has gone through dramatic changes.
Being aware of your liabilities and the options available to you, can make forward planning that much simpler.
With our experience we can advise and guide you through the various complexities of capital tax planning, the interaction of various taxes that need to be considered and prepare the necessary documentation to put your tax planning in place.
Our people, your team
Our private client tax experts will explain to you, whether you are UK or non-UK based, how to preserve your wealth in the most effective way possible and will work with you to implement practical structures to address personal tax planning, including offshore aspects, wills, trusts, charities and the administration of estates.
We can also advise corporate trustees, accountants and Independent Financial Advisers (IFAs) on up-to-date issues in relation to their own clients.
How we help
We can advise on all aspects of capital taxes and help you to structure your business activities to ensure that the wealth you have worked so hard for, is passed down the generations in the most tax efficient way.
From advice on potential inheritance tax liability and how best to structure and deal with your assets, both during your lifetime and on death, to advising on the best way to manage gifts from a capital, our personal tax lawyers can help.
Contact usOur services include:
- Domicile, residence and remittance basis issues
- Wealth structuring
- Income tax
- Capital tax planning
- Inheritance tax (IHT) advice
- Capital gains tax (CGT) advice
- Pre-owned assets tax (POAT) advice
