Expert estate planning solicitors to help secure your wealth
‘Our estate planning specialists can explore the routes that best suit your immediate and future needs’
Passing an estate on to future generations is never simple. However, with careful planning and innovative thinking, our estate planning solicitors can help you to preserve more of your wealth for your dependants. It means you can enable them to enjoy the peace of mind that financial security brings.
Making tax on trusts and other financial strategies work harder for you
Whatever your stage of life, and however you plan to manage your estate, we can put in place strategies to suit your immediate and future needs. It means you’ll not only be maximising the value of your estate, but also only pay what’s necessary in income tax, capital gains tax and inheritance tax.
Areas we can explore together include:
- Estate planning
Our estate planning solicitors can explore the combination of routes that’s best for you and future generations. These might include financial products (such as life insurance), strategic giving and discounted gifts, plus the use of business and agricultural property reliefs, and offshore and onshore trusts.
- Tax and trusts
Trusts are more than just a tax efficient way of protecting assets for the next generation. They also provide welcome protection for under age or vulnerable beneficiaries. We can help you set up and manage effective trust structures, providing you with the benefits of reduced tax on trusts and peace of mind, without the burden of trust management.
- Tax planning and compliance
Our dedicated team acts for individuals, trusts and small businesses who want to make sure they’re getting all the tax breaks to which they’re entitled. We can also handle tax compliance administration so you meet tax payments and submission deadlines as a matter of course.
- Trust compliance and FATCA
Many people use trusts to safeguard their wealth and provide for future generations in a controlled way. The world of tax compliance for trusts is undergoing a significant transformation following the introduction of the Foreign Account Tax Compliance ACT (FATCA). All trustees must consider this act. Find out more.
“What the team is known for: Bath-based team dealing with complex domestic and international matters. Handles offshore trust work, asset protection and estate administration. Also advises on Court of Protection proceedings and issues concerning vulnerable people. Strengths (Quotes mainly from clients): “Good, clear advice provided without delay.” Notable practitioners: James McNeile (Band 2) leads the group and advises domestic and international clients on estate and tax planning and trust management. Market commentators say he has “a fantastic reputation.”” Chambers 2017 South West
“What the team is known for: Advises clients from its Oxford and Swindon offices on trusts, tax and estate planning matters, wills and estate administration. Adept at handling contentious probate and trusts work. The firm has its own trust company, providing advice to trustees. Strengths (Quotes mainly from clients): “They are strong in estate planning and trusts.” “They’ve been very good and very easy to deal with.” Notable practitioners: Tom Gilman’s (Band 2) practice focuses on inheritance tax issues, wills, trusts and estates planning and administration. He also has capability advising on Court of Protection matters and powers of attorney. A client notes: “He is thoughtful, careful and he has always given me excellent advice.”” Chambers 2017 Thames Valley Oxford, Swindon & Surrounds
“Royds Withy King’s Becky Ricards Small handles personal injury trusts, while department head James McNeile undertakes international work.” Legal 500 2016 South West