Speak to our team today 0800 840 9293

Key Contacts

Expertise

  • Our tax professionals and specialist solicitors have years of experience advising private clients on tax planning and compliance.
  • We provide practical advice on personal tax planning in our will writing, inheritance tax, trusts and succession tax planning, estate administration, enduring powers of attorney, controllerships and gifting work.
  • Everyone who is subject to taxation, especially those subject to self-assessment, can benefit from professional advice and support to both optimise their annual tax position and ensure they meet the compliance requirements.  Our personal tax compliance clients range from High Net Worth individuals to retirees, from trusts and estates to partnerships and sole traders.  We calculate tax liabilities, complete tax returns and apply for refunds.
  • If you need our help, enquire today so we can protect your interests.

What We Do

  • Planning Ahead I Tax implications when making wills or gifting
  • Asset Protection I Tax planning for those with business and agricultural assets
  • Trusts Tax Planning I Capital gains tax, inheritance tax and succession planning
  • Tax Compliance I Income, capital gains tax and trust computations and returns
  • Estate Tax Compliance I Estate inheritance tax returns, including IHT 400
  • Post Death Tax Compliance & Planning I HMRC tax returns, deeds of variation, reclaims/ R185
  • HMRC Tax Investigations I Providing guidance, protection, defence and negotiation expertise

Get in touch

To find out more about how we can help you with your Tax query, please contact us.

How we work

We provide director-led, professional and discreet tax planning and compliance services, with cost transparency tailored to your circumstances, including;

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  • Help with planning, reviewing and writing tax-efficient wills;
  • Lifetime gifting of assets to family members;
  • Making full use of exemptions and lower tax rates on lifetime transfers;
  • 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;
  • Advising on deed of variation post death inheritance tax planning opportunities.

FAQ

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