private wealth

Tax

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We know that managing your personal tax situation is not always straightforward. Our experts work with clients and their accountants to review tax arrangements and make sure that your money is being handled in the most efficient way.

Our experience in estate and trust planning encompasses some of the more complex aspects of inheritance tax, including business and agricultural property relief, as well as capital gains tax. We advise on the most advantageous approach for minimising inheritance tax and ways of planning succession for your business or farm and the best way to address residence and domicile issues .