Individuals have very different needs to businesses, both emotionally and practically. Our private client solicitors and tax advisors can support you and your family in the technical areas set out below. This may be through succession or estate planning, or bespoke individual tax advice.
Services we offer include
- Estate planning
- Wills and succession
- Inheritance tax planning
- Lasting powers of attorney
- Probate and estate administration
- Self-assessment tax returns
- Capital gains tax returns
- Tax investigations/Enquiries
- Residency and domicile advice and planning
- Pension contribution and annual allowance planning
- Investment structuring
- Trustees, executors and fiduciaries
We are also able to introduce you to independent financial advisers where the planning solutions involve regulated products or areas outside our expertise e.g., insuring against a future tax liability or investment management.