We advise on all aspects of gifts and inheritances tax. We can assist in preparing tax returns and planning the transfer of wealth to the next generation.
We work with Executors, Beneficiaries and Solicitors to ensure that all inheritance tax matters are completed.
We can devise a strategy whereby assets can be passed to successors in a tax efficient manner without impacting on the objectives of the client. Our strategy takes into account potential charges under other tax heads (e.g. capital gains tax and stamp duty).
