Tax Planning

Our Private Client team specialises in Income Tax, Inheritance Tax and Capital Gains Tax for individuals, trustees and executors, or administrators of a deceased’s estate.  We are experts at tax planning for you and your family.

Most people are familiar with Inheritance Tax (IHT) on an estate (sometimes popularly called death duties). Inheritance Tax is normally payable on death, however in some circumstances it can also be payable in your lifetime. Contact us for more information regarding this.

Capital Gains Tax (CGT) is commonly payable when sales of capital assets result in a substantial profit.  However, people are surprised to learn that CGT can also be applicable on some gifts.  It can also affect Trustees and Executors.

Income Tax (IT) can become complicated where less common types of income, such as life policy gains are involved.  IT can also be relevant to trusts and estates where the rules can be complex.

The team can help with Income Tax Returns for individuals, Trustees and Executors.  We can also advise on safe and sensible tax planning to reduce or postpone the tax payable in some circumstances.

For more information please contact any member of our Probate team; Humphrey MartenJane Dwyer, Jennifer Beaujeux, Jeremy Holding.

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