Lifetime tax planning

It is likely that at some stage you may require advice on Inheritance Tax, Capital Gains Tax and Income Tax planning as well as on identifying strategies for reducing the impact of taxation on your assets.

We can provide you with the advice which you need and help you prepare a strategy to enable you to secure the future of the next generations of your family.

We can advise you on the various methods of making lifetime gifts to reduce the size of your estate for Inheritance Tax purposes. These gifts may be outright to individuals or placed into a family trust. Capital Gains Tax considerations are particularly important where a property will be the subject of the gift. We advise on exemptions available and structures to minimise its impact.

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Thank you very much for your expert help; I have no doubt we will be coming to you for further advice in the future."

Client

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Michelle Rose
Partner and Head of Private Client Team
Email:  
0117 314 5246

Online literature

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The use of Deeds of Variation to provide better outcomes after someone has died, whether the aim is to save inheritance tax or to achieve an alternative distribution of the estate assets.

The use of Discretionary Trusts in inheritance tax planning pdf
A summary of the ever popular nil rate band discretionary trust, and how these can, in many instances, save a family well over £100,000 in tax.

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Describes different ways of protecting the family business from Inheritance Tax, marital breakdown etc and the numerous ways in which the business can be smoothly passed from one generation of the family to the next.

Inheritance Act claims pdf
Facing or making claims under the Inheritance (Provision for Family and Dependants) Act 1975. We have extensive experience of both bringing claims and defending against them.

Exemptions from Inheritance Tax pdf
Provides a brief summary of the mains exemptions from inheritance tax.