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Next generation planning is at the forefront of many of our clients’ minds, and protecting their families’ wealth for the benefit of future generations is a key priority.
Our trusts and estates team can help private clients manage their affairs while reducing potential exposure to Inheritance Tax liabilities in the future.
Areas of expertise include:
Planning for the passing on of assets
Inheritance Tax reduction strategies
Using Trusts in a tax-efficient manner
Ongoing trustee advice; including termination and variation of Trusts
In addition to tax consultancy services, we also offer the full range of trust and estate tax compliance services, including:
Inheritance Tax planning and advice on wills
Trust accounting and tax compliance
Administration of estates
Interested in receiving the latest tax planning ideas?
Sign up to Tax Bites – our weekly update offering practical but effective tax saving tips.
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