Trusts & Tax Planning

No-one wants to pay more tax than they need to and our team of tax specialists will guide you through the various ways that you can plan your affairs to ensure that the next generation are the main beneficiaries of your estate - not the taxman.

How can we help?

We're skilled at providing last minute action for our clients which can and does save tax, but the key to holding on to as much of your money as possible is shrewd advance planning. That's where our tax specialists really come into their own.

We come up with practical ways of using the basic reliefs and exemptions and can also devise complex structures to make significant reductions, particularly to capital taxes.

Our UK tax planning services

• Estates - reducing liabilities through devices like deeds of variation and efficient timing of distribution
• Inheritance tax & estate planning - ensuring the most tax-efficient methods of passing property and advising on the tax consequences of wills, trusts or lifetime gifts

• Trusts - advice on all elements of trusts and how they can be used in tax planning to your benefit. We help set them up, administer them and terminate them if need be
• Estates - reducing liabilities through devices like deeds of variation and efficient timing of distribution
• Income tax planning - keeping you updated on all the changes to the tax rules and helping you organise your affairs to your best advantage
• Capital gains tax planning - planning for and taking steps to minimise its impact
• Marriage breakdown - running through with you the opportunities to improve your tax situation on divorce and helping you avoid the possible tax pitfalls
• Property tax - whether it's your main abode, a second home or rented property, we'll guide you through the tax planning process to help you keep more of your money in your pocket