Private-capital-Inheritance-and-Capital-Tax-Planning

Inheritance & Capital Tax Planning

'"In this world nothing can be said to be certain, except death and taxes”

You’ve worked hard to build your wealth and want to know that it will benefit others in the future the way you would like it to.

Through longstanding relationships with our clients, we’re there every step of the way to advise and guide you as your circumstances evolve.

We appreciate that for many clients this can be a difficult exercise and we pride ourselves on our empathetic approach. We also recognise that many clients’ needs go beyond putting a Will in place and are there to advise in relation to your likely Inheritance Tax liability and also the ways in which that liability can be mitigated.

 

We will recommend useful Inheritance Tax exemptions and the use of Lifetime Trusts which can be used to provide an income for your families during lifetime whilst removing the asset concerned out of the Inheritance Tax net.

The grass isn’t always green and assets fall in value during times of economic downturn, if this happens to you we are there to advise which assets could be sensibly gifted away free of Capital Gains Tax.

Ensuring excellent client service is crucial to us and whatever your circumstances, our team will deliver a simple and suitable strategy that meets yours and your family’s needs.

Meet the Team

We’re passionate about providing the right solutions and driven to make a positive difference in everything we do.

"They are very professional, respond promptly, always discuss the monthly bill and have, so far, provided us with excellent advice in connection with employment issues. I have been very satisfied."

Andrew Argyle LLB, Practice Director, Potter Clarkson LLP