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Tax and succession planning
Wills
Probate
Administration of estates
Trusts
Tax planning and mitigation;
Personal and business tax;
Gifts
Nursing and residential care
Charities

OUR SERVICES >

TAX AND SUCCESSION PLANNING

Our Tax and Succession Planning Team features in the Legal 500, 2007 Edition.  We cover a wide range of issues for individuals:

  • Wills
    Simple or complex, we can help with the right Will for you and your family.

  • Tax Planning
    Organising your assets can reduce the burden of various taxes during your lifetime and upon your death.  We can assist in looking at the various steps.

  • Individuals in Business
    We can review your existing arrangements and suggest ways to increase your tax effectiveness and look at the long term aims for you and your family and how best to achieve this through using your business.

  • Estate Administration
    We can guide personal representatives through the administration of an estate, from start to finish. We can also help beneficiaries looking for answers.

  • Trusts
    These are still a useful method of passing wealth to the next generation or for protecting assets for you or others.  

  • Nursing/Care Home Issues
    There are various exemption and relief available, but not always claimed without our intervention. Assets can be protected or otherwise used wisely for the provision of health or nursing care.

Regardless of the events, circumstances or transaction, a member of our Tax and Succession Team can help highlight the pitfalls and advantages through a variety of options tailored to your individual needs and requirements.   


To book an appointment, please call: +44 (0)20 7222 8844 (London)
or +44 (0)1635 580858 (Newbury).

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