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

Corinne Richards

Personal Tax Adviser

Jessica Moseley

Solicitor

Philip Raggett

Partner

Judy Pollard

Senior Tax Adviser

Mary Shaw

Partner & Team Leader for Private Client