Our Tax Team is built on understanding your needs and circumstances; we offer a bespoke planning service, which can reduce the amount of tax that your family may have to pay in the long term, which is why we see this service as essential.
In addition to planning, we also offer tax services to individuals in completion of annual Tax Returns and advice on specific transactions e.g. sale of second property.
- Income tax
- Capital gains tax
- Inheritance tax
- Completion and submission of tax returns for individuals, trusts and estates
- Advice on taxation of trusts
- Agricultural property relief (apr)
- Business property relief (bpr)
- Heritage property and conditionally exempt chattels
- Capital gains tax planning and calculating liability
- Calculation of exit charges on trust assets
- 10 yearly charges
- Advice to hnw clients on business property relief
- Advising on substantial mixed estate on re-structuring to take advantage of agrucultural property relief and business property relief in light of the balfour principle