Better a check-up now, than expensive and possibly unsuccessful, treatment later. We offer a comprehensive range of taxation services to private individuals, organisations and other professional firms.

Trusts

A major part of our work for private clients is in the creation and administration of trusts. The taxation of trusts is a complex area, often rendered more difficult if established trusts have suffered from a lack of professional attention.

We can set up new trusts, sort out old or difficult administrations, carry out regular administration and prepare accounts and tax returns

Wills

Planning for taxation in the preparation of a will is vital if substantial sums are involved. For example, a well drawn will can save over £110,000 in tax by correct use of the nil-rate band for inheritance tax.

Unlike other forms of tax planning, the drawing of a will can achieve substantial savings even if made late in life. Click here to see our guide Why make a Will?

Probate and estates

The bulk of the work required in probate and the administration of estates relates to the presentation of financial facts and tax. We can support lawyers managing probate files, or arrange the necessary additional legal service for you.

Planning and managing tax

We can also assist with arranging your affairs so as to minimise tax liability; for example in the creation of trusts to reduce capital gains tax for business owners.

Complying with increasingly complex law is another problem. Whilst many individuals have successfully administered family trusts themselves, some are now finding that professional help is essential to deal with aspects the more difficult aspects such as capital gains.

Our service includes advice as necessary and the timely completion of tax returns where necessary.

Specialist representation

We are well equipped to help when issues of Inland Revenue interpretation arise: helping to answer enquires, providing support during investigations and appearing in front of tribunals if required.

The only constant in tax law is change

Government continually changes regulations to improve its income, to meet particular pledges or to close opportunities for avoidance.

At the same time, the Inland Revenue alters its practices to meet new targets. The European Union has an impact too, as moves are made towards harmonisation of some taxes.