Estate planning
Careful planning can reduce your estate's tax bill considerably.
As specialists in succession and related tax planning, we can offer practical and effective advice on a wide variety of issues including:
- assessment of your Inheritance Tax exposure and the ways of reducing this, taking account of Capital Gains Tax and Income Tax considerations
- minimising potential tax liabilities through maximising the use of allowances, reliefs and exemptions
- restructuring the way in which assets are owned
- review of business structures to enhance the availability of business property relief and agricultural property relief
- trust creation aimed at passing assets to the next generation or providing for dependants
- optimal treatment of lump sum benefits under life assurance and pension arrangements
- tax-efficient disposal of assets (including business interests) when you die (Wills & Succession)
- post death arrangements.
We work in close association with accountancy professionals and independent financial advisers to provide clients with a comprehensive service and the best possible advice.
To discuss your case, complete our client questionnaire before contacting a member of the tax planning team.