Wills Probate + Tax Planning
Tax Planning + Personal Tax Planning Service
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In-house Chartered Tax Advisor
STEP accredited Solicitors
Transparent fees and pricing
Easy to understand advice in a way that suits you
We are able to offer a full service of tax planning and personal tax advice to our clients.
Our team includes a member of the Chartered Institute of Taxation, as well as a full member and affiliate member of STEP. We look after the tax affairs of our clients, including the following:
- Tax planning advice when making your Will
- Self assessment
- Inheritance tax planning and assessment when dealing with estate administration
- Management of Trusts and Accounts
- Capital Gains Tax assessment and reporting, on the sale of assets, such as property
You may also be interested in Trusts and Trust Administration.
Contact us today to discover how our team can help you.
Why ‘bother to plan’ webinar
Our Wills, Probate and Tax Planning team recently took part in a webinar to help people understand the benefits of planning early for later life. The webinar was organised in partnership with Hart Greaves, independent financial advisers, and Richardson Swift, accountants with inheritance tax expertise.
The webinar discussed the benefits of planning for later life, how a will can protect those you leave behind, measures that can be implemented regarding inheritance tax and how your money can work smarter now to help care for your loved ones later. You can watch a recording of the webinar here:
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