Our specialist services
Our dedicated tax specialists are able to provide you with proactive tax compliance and planning advice on all aspects of personal tax, from preparing your personal income tax self-assessment tax return to full tax planning reports. Our aim is to enable you to make informed decisions that are right for you and your family, protecting and maximising your wealth while minimising your tax exposure by implementing practical solutions tailored to your personal circumstances and objectives.
We provide a comprehensive range of tax services to individuals and families, which extends to all other associated interests, including family estates, land and property, business interests, overseas interests, trusts, executries, etc. We specialise in providing inheritance tax (IHT) and capital gains tax (CGT) planning advice to individuals looking to carry out proactive lifetime wealth planning while managing the level of their tax exposure. Lifetime gifting and wills planning are two areas where we have particular experience and expertise.
We will make you fully aware of the potential practical, financial and legal implications of any tax planning measures available to safeguard your future welfare and/or financial security. This includes working closely with other departments to ensure that any tax advice dovetails with your other, for example, commercial, objectives.
What our solicitors and tax advisors can help with :
- Sale or gift of assets with inherent capital gains;
- Passing on wealth to the next generation with or without control protections;
- Drafting tax efficient wills to maximise all available inheritance tax (IHT) reliefs;
- Advising on IHT planning, estate and trust planning;
- Fulfilling your tax compliance requirements under self-assessment, IHT and capital gains tax (CGT) reporting.
- Capital gains tax advice when exiting a business via a sale of shares
Getting it wrong can be expensive, and time consuming - time that is better spent building your business.
