Trust and Tax Planning

Whether you are just starting to think about estate planning or looking for specific advice, we are here to help make the process as straightforward and stress-free as possible. Our experts have in-depth knowledge regarding all aspects of Trusts and their uses and can provide practical advice about how to minimise the amount of Inheritance Tax due on your estate.

Our aim is to give clear advice to protect our clients’ wealth for the next generations through smart planning.

Our services include:

Estate Planning Services: We offer expert guidance on how to structure your estate, including the setting up of trusts, and advising on the most tax-efficient ways to pass assets to your beneficiaries. This ensures that your wishes are respected and carried out after your death, minimising the stress and burden on your loved ones during a difficult time.

Tax Advice: We provide invaluable advice on complex tax matters, including inheritance tax planning, capital gains tax, and income tax related to estates and trusts. We can help you understand your tax liabilities and take advantage of available reliefs and exemptions, ultimately protecting your wealth. If appropriate, our in house tax advisor also help by explaining the capital gains tax from selling or giving away property.

Trust Creation and Management: Setting up trusts is a highly effective way of managing your money, property, or investments for when you are not around. We can help you choose the best kind of trust for your needs, set it up, and make sure it’s run the right way based on the law and what you want. When you put assets into a trust, you are giving control of them to someone or a group of people called trustees. They will take care of the trust based on your instructions after you pass away. Trustees often need advice on their powers and duties and we can assist with this together with advising on trustees meetings, minutes and resolutions.

Our goal is to offer advice that is simple and easy to understand, simplifying complex tax laws and planning strategies. Need further advice? Please get in touch. Our team is ready to support you through this process with expert legal advice.