There is no bad time to consider tax and estate planning, but it is particularly important to take advice when you are thinking about buying a new house or selling a business, when you are reaching retirement, or when you receive an inheritance.
The advice you receive will take into consideration your personal circumstances, from the nature of your estate to the age and circumstances of your intended beneficiaries. Based on this, we’ll consider the best ways to minimise your inheritance tax and capital gains tax obligations and make use of all available reliefs and exemptions.
From beginning to end, our Solicitors will guide you along this planning process. From beginning to end, our Solicitors will guide you along this planning process so that you benefit from our expertise throughout your lifetime. By assisting with your inheritance tax planning, we provide reassurance that as much of your estate as possible will reach your beneficiaries. It can be easy to think of tax advice as being academic and impersonal, but we move beyond this, offering advice which is very much tailored to your own particular circumstances and your wishes. When we recommend a particular action or structure, it is because we believe that it works for you, not just from a legal or tax angle, but because it is practical, proportionate and sensible.
We provide advice to clients in London, Oxfordshire, and neighbouring counties, so however you want to prepare for the future, our specialist team can help.