Dedicated teams

and partners -

our approach is

characterised by

good relationships.

Heritage property

If you are an owner of such a property, you face increasingly complex legal issues surrounding the taxation and preservation of your 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 tax reliefs
• 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:

Estate planning & administration

Rural business

Tax planning & compliance

Trusts

Wills and Powers of Attorney