For expert advice on Asset Protection, Wills, Tax & Trusts
Call 0800 840 1363
Expertise
- Our private client solicitors and tax professionals have years of experience advising on will writing, inheritance tax, trusts and succession tax planning, estate administration, enduring powers of attorney, controllerships and gifting.
- If you need our help, enquire today so we can protect your interests.
- Speak to our team today
What We Do
- Planning Ahead I Wills, trusts, enduring powers of attorney and gifting
- Asset Protection I Business & agricultural assets, family home, nursing care costs, trust wills
- Tax Planning I Trusts, capital gains tax, inheritance tax and succession planning
- Tax Compliance I Trust registrations, income and capital gains tax computations and returns
- Estate Tax Compliance I Estate inheritance tax returns including IHT 400
- Estates Probate / Letters of Administration Court applications & administration accounts
- Post Death Tax Compliance & Planning I HMRC tax returns, deeds of variation, IHT reclaims
Get in touch
To find out more about how we can help you with your Private Wealth Protection query, please contact us.
How we work
We provide a partner/director-led, professional and discreet planning and compliance service with cost transparency tailored for your circumstances, including:- Will writing online, postal, in person in our offices, at your home, hospital or hospice bed;
- Trust wills to protect the family against nursing home costs;
- Help with planning, reviewing and writing tax-efficient wills;
- Lifetime gifting of assets to family members or into trusts;
- Making full use of exemptions and lower tax rates on lifetime transfers;
- Estate administrations both where there is a will and where there is not;
- Enduring powers of attorneys for future use if you get Alzheimer’s or dementia;
- Registering enduring powers of attorney and controllership applications;
- Capital gains tax computations prior to investment property sales;
- Submitting capital gains tax returns within the statutory period;
- Advising on planning the tax-efficient transfer of assets into trust;
- Utilising agriculture or business property inheritance tax reliefs;
- Registering trusts with HMRC;
- Encouraging adequate life assurance to cover potential inheritance tax liabilities;
- Advising on deeds of variation post-death Inheritance Tax planning opportunities.