Eleanor Gadd
Associate, Private Client


Tax & Estate planning

Tax planning


Eleanor Gadd
Associate, Private Client


Tax & Estate planning

Tax and estate planning is about arranging your finances to minimise taxes and structuring your affairs so that they and your future are secure. Let our experts help you to structure your financial affairs and assets – property, land, business interests and investments – in the most efficient way possible.

Inheritance tax guideOur starting point for tax and estate planning is to understand what you want to achieve, and what’s important to you. Only then will we consider and recommend the best options to suit your circumstances.

Tax and estate planning measures can be taken:

  • during your lifetime, through gifting and/or the creation of trusts
  • on death, through your Will, or even
  • after your death, by way of a variation to your Will or the intestacy rules

The nil rate band for inheritance tax is currently £325,000, and it is possible that any assets you own in excess of this (that aren’t otherwise covered by various exemptions) will be taxed at the current rate of 40%.

It is important to get comprehensive advice before you make any final decisions or take action, and our tax and estate planning specialists can ensure that inheritance tax, capital gains tax and/or income tax liabilities are reduced as far as possible.  In some circumstances, they could be removed altogether.

If you already have plans in place, we can review those arrangements and advise in relation to the tax and other consequences of them.

Clearly you need access to the best possible tax and estate planning solutions; we aren’t able to offer financial advice, but we work closely with highly experienced independent financial advisers.  We’d be happy to put you in touch with the experts you need.

For more information on tax planning and to start a conversation on how we can help you please contact Eleanor Gadd, Associate, Private Client.Eleanor Gadd

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