Tax Planning.

We can help you reduce tax payable through lifetime and post death planning. We provide a service that is tailored to your specific needs.

A properly drafted Will can save you a lot of tax. Tax planning can be undertaken during your lifetime and also in a Will. Our team has the knowledge and experience to advise you with regard to:

  • Inheritance Tax (“IHT”)
  • Capital Gains Tax (“CGT”)
  • Income Tax (“IT”)
  • Other tax regimes.

Estates may have to pay a whole variety of taxes (IHT, CGT and IT) and sometimes more complicated taxes. Pre-Owned Asset Tax may be payable when children buy a property in their name, but use their parents’ assets to fund the purchase with the understanding that the parents will occupy the property. Alternatively, Pre-Owned Asset Tax could arise when parents transfer part of or the whole of their property to their child or children but continue to live in the property.

Our team can also advise on the exemptions and allowances available in order to limit taxes payable upon your estate.

We have long established relationships with various accountants and this enables us to add to our lifetime tax planning service.

Services We Provide.

  • gifts to children and grandchildren (Deeds of Gift)

  • creation of trusts

  • income tax , capital gains tax and inheritance tax advice

  • tax exemptions and allowances

  • tax planning via the family home

  • other tax and estate matters

  • maximising upon complex tax reliefs (e.g Business and Agricultural Property Relief)

Quick Contacts.

Our Process

Please contact us if you have a query relating to privatising your wealth. We will check whether we can act for you and, if so, we will confirm the terms and conditions of our retainer with you in a client care or engagement letter

If you require advice, ring our Private Wealth department and arrange a meeting with a member of our team

We understand that when you experience significant changes in your personal life, you will need someone to give you sensitive advice with a professional approach

Please contact a member of the Private Wealth Team.

We are happy to discuss all matters relating to Tax Planning


Administration of Estates.

We pride ourselves on providing a personal service during this difficult time, guiding you through this process and keeping you regularly updated as the administration progresses

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