Inheritance Tax now affects more people that ever before, either during their lifetimes or after death.
Being aware of tax planning opportunities is something we can help with, either in-house, or by referring you on to a specialist investment advisor, depending on your circumstances.
By explaining the available Inheritance Tax reliefs and allowances we can help to maximise tax saving options.
In relation to an estate for example, it may be possible to put in place a Deed of Variation which can vary the terms of a Will or Intestacy to mitigate the tax liability.
Additionally, we can assist with personal Income Tax matters and completion of Trust Tax Returns.
This is a complex area of the law and all advice is bespoke to individual clients.