Tax planning

Our tax planning solicitors can advise you on how best to structure and deal with your assets to make the most of current tax saving possibilities.

Tax planning can be carried out in three stages:

  1. During your lifetime by gifting your assets or creating trusts
  2. On death, through your Will
  3. After death, by varying the Will through ‘deeds of variation’

We are able to advise on inheritance tax planning, capital gains tax and pre-owned assets tax. Not only do our solicitors have the expertise to guide you through the complexities of these various taxation regimes, but we are equipped to advise those individuals who have business interests amongst their assets.

We also offer in house accounting services, covering the preparation of trust and estate accounts, the calculation of tax liabilities and the preparation and submission of tax returns for individuals, trusts and estates.

We offer expert advice on:

How our tax planning solicitors can help you:

Meet the team

Judy Pollard

Senior Tax Adviser

Mary Shaw

Partner & Team Leader

Philip Raggett is a tax planning specialist. He advises high net worth clients on Inheritance Tax mitigation, as well as estate planning and the administration of estates. Raggett also helps clients with will preparation and the creation and administration of trusts. A market insider says that "he's good on tax planning" and notes his "sensible advice."


Chambers HNW

"I have always found Warners to be highly efficient and professional in all respects," states an interviewee. Another source says: "Warners have a friendly but professional feel to their business. Individuals within the organisation tend to be able to communicate effectively and pass on relevant information quickly."


Chambers & Partners 2020

Commentators particularly highlight the firm for its approach to client service. "I have always found Warners to be highly efficient and professional in all respects," states an interviewee. Another source says: "Warners have a friendly but professional feel to their business. Individuals within the organisation tend to be able to communicate effectively and pass on relevant information quickly."


Chambers HNW Guide