Inheritance Tax

Inheritance Tax is the one tax that individuals can plan for, but one that they will not be liable for.

Effective inheritance tax planning can help to protect your wealth; minimise the tax liability due on your estate; and will allow you and your family to enjoy the proceeds of your lifetime’s achievements whilst taking account of your current and anticipated future needs.

We will create an inheritance tax plan to provide reassurance to you and to those who are important to you.

Trusts

Trusts are often created as a means of wealth preservation. They provide flexibility in allowing assets to be passed down through the generations in a secure and tax-efficient manner and help protect family wealth from undesirable relationships.

We are experienced in dealing with trusts both in the UK and overseas – including will trusts, life interest, discretionary and protective trusts and those for minor children or disabled beneficiaries.

We also advise on those set up for the charitable purpose.

We will advise on the initial creation of a trust, helping you to choose the most suitable structure to meet your requirements.

Once the trust has been formed we deal with the day to day administration and provide ongoing advice for the running of the trust.

We can also prepare annual accounts, tax returns and computations, and act as the trustee if required.