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Tax Planning

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”) and other tax regimes.

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

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

We advise clients on:

  • Gifts to children and grandchildren
  • Creation of trusts
  • Income Tax , Capital Gains Tax and Inheritance Tax
  • Complex tax reliefs (e.g Business and Agricultural Property Relief)
  • Tax exemptions and allowances
  • Tax planning via the family home
  • And other tax and estate matters

Quick Contact

Julie Man

Partner (Head of Private Wealth)

Tel: +44 (0)1932 590643

Jeremy Duffy


Tel: +44 (0)1932 590597