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.
"Prompt, helpful, polite and very professional service"
"“ This is the second time we have used Tracey for the conveyancing to buy our new home. She is always completely approachable, she has helped us along the way with advice and useful tips that has helped lessen the stress. We have complete confidence in her and would not hesitate to recommend her to our friends and family”. - Peter Dawes, Cater Dawes Financial Planning "
"The ease that we could access and speak to Pat Smith - Thank you"
"This is by far the go-to firm for any issues. You are made to feel valued from the outset and they are so confident in what they do. Wouldn't recommend any other. Thank you Hugh and Max."
- Ros Jones
"I would like to say thank you for your help, support and guidance over the last two and a half years. Obviously should I need further assistance in the future I shall not hesitate to call you guys."
"I don't think this house sale would have pulled together without Jo's determination and expertise. Excellent!"
"Jade Shelton was absolutely fantastic!! Professional and proactive at all times."
"Approachable, very efficient, always willing to take my calls and update me."
"Jade made the process of buying our first home quick, easy and took the stress out of a new chapter of our lives"
"We found Rachel Dawson outstanding, polite, professional and caring."