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Personal tax

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It’s not just the extremely wealthy who are affected by inheritance tax. Our team can advise you on tailored tax planning strategies to reduce your liability.

How we can advise you

More and more people are realising that when the value of their home is added to all their other assets, the value of their estate falls into the inheritance tax 40% bracket.

If this could potentially affect you, our team of lawyers can help with various tax planning strategies available to reduce a potential liability. These range from making use of exemptions and allowances to setting up sophisticated trust arrangements, and will enable you to:

  • Protect your own financial security
  • Effect a smooth transfer of wealth from one generation to another
  • Retain control and flexibility over your finances
  • Structure business assets in the most tax-efficient way possible
  • How our team will work with you

    Our aim is simple: to deliver a service that allows our clients to protect, develop and ultimately pass on their wealth with complete peace of mind.

    We believe in forming strong working relationships with our clients, taking the time to understand a client’s financial and family circumstances so we can offer clear, practical advice. In many cases we have acted for several generations of the same family, and much of our work comes from word of mouth referral from existing clients and other professionals.

    As members of the Society of Trust and Estate Practitioners (STEP) we are at the forefront of legal developments and best practice in wealth management.

  • Our clients

    Our clients are mostly private individuals from the UK and overseas and include entrepreneurs, company directors, land-owners, fellow professionals and their families. We also act for trustees and charitable organisations.

    We are invited by Camelot to provide advisory services to National Lottery winners.

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