Taxation on death is a concern for many of our clients. It is our view that there is no such thing as an ‘off the shelf’ solution and our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one client, simply would not work for another. Our service is therefore very much based upon this principle and our experienced Solicitors who make up the Private Client team tend at all times to build strong, trusting and lasting relationships with their clients.
Our team has many years experience of advising both individuals and families in relation to Tax Planning issues, including the setting up and administrations of Trusts.
Although Wills and Trusts are the main tax planning tools, we often assist clients in relation to gifting personal business assets during their lifetime as part of an overall tax planning strategy. We also recognise the importance of the client’s individual financial security and whilst we are creative and often utilise some lateral thinking with regard to tax planning, we always ensure that a balanced view is taken and that an individuals own financial situation is never compromised in any way.
On occasions we will also liaise with specialist Counsel, Accountants and indeed Independent Financial Advisors in order to obtain the best solution for the individual.
We offer home visits to the elderly, infirm and disabled.
Main Services:
- Advice in relation to all areas of taxation for lifetime Tax Planning and indeed Post Death Tax Planning
- Advice in relation to the creation, running, variation and cessation of Trusts
- Trust Administration (including preparation of accounts and tax returns)
