Our Services

Solicitors in Westminster, London

Succession Planning & Tax

Tax planning is a complicated legal area, and can be critical in determining how you leave your estate in your will, whether you are able to set up a lifetime trust and/or make gifts and whether, if you are already a beneficiary to a trust, how you take your entitlement. 

We can assist you with your inheritance tax and capital gains tax planning and advise you on how your wealth can be passed on in the most tax efficient way.

Working with independent financial advisers and accountants we can advise on how best to use the exemptions and reliefs accepted by HMRC to minimise your tax liability. We will discuss your individual circumstances and your plans and concerns for the future in order to provide the best solution. In some circumstances inheritance tax will always be payable However, tax law often changes and proactive and effective inheritance tax and capital gains tax planning can help reduce your tax bill during your lifetime and upon your death.

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We also have experience in making post-death variations to wills in order to ensure assets are passed on in the most tax efficient way and can also advise on claiming agricultural property relief and business property relief with HMRC. 

To find out more about succession planning please contact one of our specialist lawyers by email or call us on 020 7222 5381

 

  • Michael Fletcher
      • 020 7960 7195
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  • Andrew Grant
      • 0207 960 7161
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  • Rebecca Harridge
      • 0207 960 7155
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  • Megan Morgan
      • 0207 960 7266
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  • Ben Nichols
      • 0207 2225381
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  • Michael Anderson
      • 0207 2225381
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  • John Randel
      • 0207 960 7138
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  • Clare Bristow
      • 0207 2225381
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