Tax and the erosion of wealth is a major issue faced by land owners, farmers, entrepreneurs – both active and retired - and other high net worth individuals. Furthermore, the speed and frequency with which new legislation is introduced complicates matters.

Cutting through the complexities

The challenges you face can be confusing for many reasons, but we can cut through the confusion with advice that is clear and concise. Our expertise is solidly built on a successful history of helping clients structure their assets and affairs in a way that protects their wealth, for themselves and the next generation. Taking a commercially minded approach, we can help minimise your tax burden across a broad spectrum of areas, including:

  • UK tax planning and the tax consequences of foreign assets
  • Issues of residence and domicile
  • Trust planning
  • Establishment of charitable trusts
  • Wealth protection
  • Inheritance tax planning

Dealing with probate

Wills that have been drawn up to give maximum protection for private wealth are, by definition, finely detailed. With in-depth experience of creating and advising on complex Wills, our team is adept at guiding you through all the intricacies you may encounter – and providing expert guidance to help you achieve the outcome you are looking for, including:

  • Post-death planning through deeds of variation
  • Assistance with obtaining probate and dealing with assets both in the UK and abroad, including liaising with overseas lawyers
  • Negotiating agricultural and business property relief claims with HM Revenue & Customs
  • Resolving contentious probate disputes

Professional leadership and partnership

Our tax and trusts team includes lawyers with deep involvement in this specialised sector of legal practice, including a board director of STEP (Society of Trust and Estate Practitioners). Where necessary, we are used to working seamlessly with accountants and other financial professionals to deliver a service that is fast, efficient and approachable.

 


KEY CONTACT
AnnaParker
ANNA
PARKER
Partner

+44 117 915 4667


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