Tax and financial planning
Lifetime tax planning
We act for clients at every stage of their lives, assisting them personally and in their roles as trustees, directors, managers and owners of land or business. Our tax advice covers inheritance, capital gains and income tax planning and, in particular, strategies for minimising taxes. We suggest the most effective means of passing wealth onto the next generation and advise on the special regimes applicable to heritage property. Partners are able to act as trustees, directors or executors. We have both experience and considerable expertise in the creation of all forms of UK trusts, their use in tax planning and the devolution of family wealth.
Our experience in the fields of trusts and tax planning has been developed over many years of practice. We offer advice that is both in depth and practical; we apply our skills to the use of offshore structures for tax and estate planning, asset protection and co-ordination, and business expansion. We advise both those coming to and those leaving the UK.
Tax planning is a vital area for most of our clients. We assist on every level, from preparing annual tax returns to putting in place sophisticated structures for mitigating tax liabilities.
We help our clients reap the benefits of forward thinking so that their liability is kept to a minimum – both now and for future generations.
We provide comprehensive advice in the fields of income, capital gains and inheritance tax in order to maximise reliefs. We also help private clients to structure their business activities to ensure that they work tax efficiently for them and their family.