Tax Planning, Wills & Estates
- We have structured many complex Wills for a clients. In one case, this was to ensure the smooth succession of the family company worth in excess of £10 million. This was to enable the children to inherit the company whilst minimising the potential for a future dispute.
- Advising a client on restructuring family trusts worth over £1 million following changes to the Trust tax legislation in 2006.
- Successfully implementing Intervention Orders for clients without capacity to enable family inheritance tax planning.
- Advising numerous clients on using trust structures to mitigate potential capital gains tax liabilities, particularly in the case of second properties.