Estate Planning & Use of Trusts
Our advice may include:
- Lifetime estate planning to protect your family wealth and your children's inheritance
- Use of trusts for tax planning
- Avoiding an income tax charge under the pre-owned assets legislation
- Preparing tax efficient wills, including advice on tax efficient main residence protection and protecting and controlling your wealth distribution
- Maximising entitlement to inheritance tax business property relief and agricultural property relief
- Post death tax planning, including deeds of variation
- Preparation of or advice on inheritance tax returns and accounts
Other Taxation and Wealth Management services include:
- Tax Planning for Married Couples
- Succession and Retirement Planning
- International Tax Planning - Business and Personal
- Business Structuring
- Employee Remuneration, Benefits and Employee Share Schemes
- Corporate and Group Tax Planning
- Property Tax Planning
- Corporate Reorganisations, Mergers, Take Overs and Liquidations
- Buying and Selling Businesses including Management Buy-Outs
- Fiscal Share and Goodwill Valuations
- HMRC Investigations and Enquiries
- Forensic Tax Work
