Tax Planning
There are few firms outside the major cities, which have the expertise in Tax Planning, which we do. This has been built up over many years and when combined with the Trust Department provides a very effective service in both tax mitigation and asset preservation. We act for clients all over the country and we are also brought in by other professionals, e.g. Solicitors and Accountants to advise their clients, when they do not have the requisite expertise in house.
We believe in providing imaginative solutions to clients’ problems. The areas of Inheritance Tax, Capital Gains Tax , Income Tax and Stamp Duty Land Tax are complex. Frequently it is necessary to take into account these various different taxes and the impact each tax might have on a particular tax planning structure. When necessary we seek additional backup from specialist Tax Barrister Chambers in London.
Please see our publications A Guide to Inheritance Tax and A Guide to Trusts