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Heritage property

If you are an owner of such a property, you face increasingly complex legal issues surrounding the taxation and preservation your of assets.  There are a host of other matters that may need to be dealt with – from Wills and Inheritance Tax to Probate.

 

Our specialist team has tremendous experience of guiding private owners through an increasingly complex national and international maze of legal issues surrounding the taxation and preservation of their cultural assets.

Our advice covers:

• Inheritance taxreliefs
• Wills and Probate
• Capital gains tax reliefs
• Negotiations with HMRC concerning conditional exemption
• The establishment of a maintenance fund
• The powers and duties of maintenance fund trustees
• The tax treatment of maintenance funds
• The agreement of undertakings with HMRC
• Advice on sales required to raise funds to pay inheritance tax
• Considerations relating to insurance and safekeeping

Associated Services:

 

Tax Compliance

Trusts and Trustee Powers

Wills and Probate