Property transactions

A good part of your assets may well take the form of property whether for investment or for residence.

We handle all aspects of transactions involving medium to high value properties, especially where there may be legal or other complications, with quality and professionalism.

We also provide advice on the relevant taxation issues.

Work experience/case studies:

  • We regularly and routinely deal with the transfer of properties into joint names as tenants in common, so that full advantage can be taken from the taxation of Wills incorporating nil rate band discretionary trusts.
  • We act for clients who wish to give properties to children as potentially exempt transfers for Inheritance Tax purposes, and advise elderly clients on conditions attached to equity release and lifetime mortgage products.
  • We represent clients in the sale and purchase of residential and investment property, and advise clients on selling land subject to overage provisions where they may sell or buy land subject to further money being paid over on successful application being made for planning permission.
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Michelle Rose
Partner and Head of Private Client Team
Email:  
0117 314 5246

Online literature

Will service pdf
We provide a 'postal Will', an 'on line' service, and a more traditional service where clients are able to come into the office to discuss their requirements.

Spotlight on family trusts pdf
A brief summary of the different types of trust that we are able to provide, their uses and benefits.

Deeds of Variation pdf
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.

Family business pdf
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.