Estate & Capital Tax Planning

When an individual or company sells or transfers an asset to someone else Capital Gains Tax may be payable to the Inland Revenue.  We can ensure that you pay the minimum tax possible by taking advantage of the reliefs and exemptions available.  Good professional advice is the key to achieving the most tax effective sale or transfer of an asset.

Equally, good advice and careful planning can ensure that you do not leave a substantial tax liability to your beneficiaries on your death.  Without careful inheritance tax planning those you most want to benefit from your estate may have to sell the assets passed to them in order to meet their tax liability.  It is equally important when planning the transfer of your estate that you make adequate provision for yourself and your spouse in your later years.

We can advise on retirement and succession planning, Inheritance Tax, the use of tax efficient wills and long-term care funding.  We will agree a strategy with you to minimise your tax liabilities and maximise your wealth retention.