Estates, succession planning and tax solicitors

Timely advice can save substantial amounts of Inheritance Tax. Our Tax solicitors offer a range of services from a simple 'health-check', such as advice on whether your estate will be subject to Inheritance Tax on your death, to sophisticated tax planning arrangements set up during your lifetime for optimal Inheritance Tax planning.

Our Estate, Succession Planning and Tax solicitors can advise you on the lifetime exemptions available to provide Inheritance Tax savings, such as annual exemptions, small gifts exemption, gifts on marriage and gifts made from disposable income.

Whether you are selling a second home, your business, shares, digital assets, Intellectual Property rights or other assets, our experts can help you to minimise or eliminate the payment of Capital Gains Tax arising on the disposal of these assets at a profit.

Individuals (usually parents) who give away or gift certain assets (usually land or property) to their children but continue to enjoy use of it are unaware that an annual POAT may arise on the gift. Our expert Tax solicitors can find suitable options to avoid paying POAT.

Our expert Tax solicitors can create trusts as a structure to maintain family wealth and mitigate tax. For our personal injury clients we work closely with our Blake Morgan Injury team to advise on the implications of setting up a personal injury trust or disabled person's trust.

Our experts can help protect investment properties whether that is held personally, in a family investment company or in a trust. Our Tax solicitors can advise on the right structure for you whilst taking into account taxes such as SDLT, the annual tax on enveloped dwellings and Capital Gains Tax.

Our team has substantial off-shore tax and succession experience. Our Tax solicitors can help those that are planning to move or invest in the UK, or are planning to leave the UK with any related tax planning, ongoing tax compliance or reporting obligations.

If you are a US citizen living in the UK or you are planning to move here, our experts can work with your US tax advisors to assess your UK and US tax liabilities and plan for any tax and succession issues arising.

As a full service firm, our experts work closely with other professionals and accountants to provide practical advice to an individual who is subject to a personal tax investigation.