Tax Planning & Trusts

Tax Planning & Trusts

 

We assist our clients reap the benefits of forward thinking so that their tax liability is kept to a minimum both now and for future generations. We provide comprehensive advice in the fields of  capital gains and inheritance tax in order to maximise reliefs and reduce or extinguish the tax burden on both transactions and on death.

 

Our tax planning services include:

 

  • use of annual and other tax exemptions and allowances
  • gifting to children and grandchildren
  • inheritance and capital gains tax planning
  • maximising tax reliefs
  • agricultural property relief
  • business property relief
  • tax planning by the use of trusts
  • advice on heritage assets