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Estate and tax planning

Our clear aim here is to provide you with current tax efficient solutions. We are proactive, and like to deal with estate planning issues against a background of close, long-term client relationships.

From property and family matters to trusts and trustee powers, our experienced estate planning team will use their skills to achieve the best outcome for you. This often calls for sensitivity and practicality as well as a detailed knowledge of the tax rules.

Our experience ensures clients receive the best advice in a range of areas, including:

• Private company shareholdings
• Partnership interests
• Tax reliefs for farmers and landowners
• Heritage property
• Family trusts
• Offshore trusts
• Residence and domicile
• Life assurance policies
• Pension funds
• Charitable gifts
• Trusts and trustee powers