Inheritance tax can be extremely costly from a tax perspective if your affairs are not organised properly. Whilst we are not authorised to create the legal documentation, we can provide tax advice that would support the legal execution of wills and trusts.
We would advise you on the best options available depending on your individual circumstances and what you would ideally like to secure for your future. Our services in particular cover:
»Creating life time trusts,
»Making life time gifts of chargeable assets and surviving 7 years,
»Tax efficient writing of Wills,
»Holding assets that will be eligible for Business Property Relief and Agricultural Property Relief.
»Advice on tax free gifts you can make
»We can simply consider your current situation, value your current estate, and calculate your Inheritance tax liability and then recommend what and how you could structure it to minimise the tax at the same time secure the future of yourself and your dependants.
It is also important to note that not all solicitors that provide wills and trust services are necessarily tax experts. We highly recommend that you check whether the solicitor is a tax expert or not. Normally, you should seek separate tax advice first before you instruct your solicitor to do the necessary wills or trusts.
We will prepare all of the necessary paperwork and communicate with your Solicitor, so that you have peace of mind that your final tax affairs will be dealt with in a professional manner that you have come to expect.We provide a full range of capital gains tax compliance and planning services to a range of high net worth individuals, entrepreneurs, directors, partners and the self employed, expatriates and overseas nationals, limited companies, partnerships etc.
