Tax, Wills and Probate

We provide a comprehensive personal tax advisory service for domestic and international individuals for whom the current tax regime has never been so complex or burdensome. We also act for trustees, multi-national companies and public sector organisations.

Our services include:

• inheritance tax and capital gains tax mitigation
• planning in the event of a relationship breakdown
• establishing and administration of trusts (including personal injury trusts)
• preserving assets and funding for long-term care
• international and pre-immigration tax planning
• advising executors and beneficiaries in probate and trust disputes
• wills, including tax and succession planning opportunities they provide and the use of the nil-rate band
• administration of estates, including post-death planning using deeds of variation
• structuring personal shareholdings to ensure maximum tax relief
• effective tax planning for business assets
• assigning death in service benefits or life assurance policies into a trust to avoid a charge to inheritance tax on death
• preparation and registration of powers of attorney and Court of Protection work