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A B C D E F G H I J K L M N O P R S T V W Y

Tax Planning

Tax Planning

We have particular expertise in tax planning to help families reduce their exposure to both inheritance tax and capital gains tax.

Tax Legislation is complex and changes frequently. We can help and guide clients through arrangements which will help mitigate their exposure to tax and these commonly include:

  • Agricultural estates
  • Assets in foreign jurisdictions
  • Business assets
  • Family owned companies
  • Holiday homes
  • Investment properties
  • Trusts

We tailor our advice to our clients’ individual requirements. Tax is only one of the factors families need to consider in a wealth planning exercise. Our primary concern is to ensure that the clients can understand and feel comfortable with whatever planning is recommended.