Tax Planning

We can advise on a range of personal taxation matters, particularly inheritance tax, but also capital gains tax and income tax where this is relevant to estate planning.

Since the introduction of the transferable nil rate band for inheritance tax, many people find that their estates are below the inheritance tax threshold of £325,000 for one person or £650,000 for a married couple or civil partners. But we advise many clients whose assets exceed that level and who want to consider how best to arrange their affairs to take account of legitimate tax planning opportunities.

We are also working with clients to consider how best to plan to take advantage of the forthcoming main residence nil rate band available from April 2017.

To discuss your particular requirements with a member of our team and for an estimate of the costs and disbursements please “Contact Us” with the form here or contact one of our private client team.


client testimonials

“Thank you again for your time and advice and for being a compassionate, understanding and yet objective voice through this time.”