Tax, Trusts & Estate Planning

We provide personal tax planning services to a broad range of clients, from sole traders, partners and directors, to pensioners and high net worth individuals. Our services include planning with regards to Inheritance Tax, Trusts, Capital Gains Tax, and Care Fees, as well as Succession Planning.

The government creates many legitimate opportunities to reduce the amount that an individual, a company or a deceased’s estate pays in tax. However, tax is a complex area, and as such many of these tax saving opportunities are missed.

Tax planning opportunities are becoming far more widely available and we are perfectly positioned to consider these where appropriate for our clients. In so doing we will work closely with like-minded Accountant and Solicitor firms to ensure all areas of tax planning are considered in our advice process.

Inheritance Tax (IHT) mitigation in particular is a complex area that requires consideration and careful planning – often over a number of years. The important word here is ‘planning’, as there are IHT rules that can take several years to take effect.

We may be able to help reduce Inheritance Tax in a variety of ways including:

  • Making transfers which are exempt immediately from IHT
  • Gifting arrangements
  • Pension planning
  • Discounted gift arrangements
  • Loan trusts
  • Business Relief
  • Agricultural Relief
  • Establishing estate planning trusts
  • Lifetime mortgages
  • Arranging insurance written into trust
  • Leaving a charitable legacy

Please note that Tax Advice is not regulated by the Financial Conduct Authority.