Trusts and Tax

One of the certainties of life (and death) is tax. Whether income, inheritance or capital gains, tax affects us all. Expert advice and careful planning will reduce the amount of tax you and your family pay and our Tax and Trusts Team are fully qualified to advise you now and prepare for the future.

If you would like to limit, reduce or avoid unnecessary tax payments, we have a wide range of proven tax efficient plans to help you do that.

We also advise on trusts made during your lifetime or by a will, which are tailored to protect and manage your assets, including schemes to help the vulnerable such as children, the elderly and those who have received compensation for injury.

We advise on the setting up of all trusts, their tax implications and their continued administration.

We have the experience to deal with all aspects of discretionary trusts, nil rate band inheritance tax trusts, personal injury awards and life interest trusts and we regularly act as professional Trustees.

Whatever your query contact us by telephone or email for advice and to arrange an appointment.

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Address Book

Your preferred contact for this request is Peter Crix. To divert your enquiry to another member of the team, please make a selection below.

Peter Crix
Peter Crix
Partner
(01473) 298112
Emma Woollard
Emma Woollard
Partner
(01473) 298109
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