Transporter Bridge - Tait Walker

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Personal tax

Our expert team offers a full and comprehensive personal tax planning service, advising on every aspect of our clients tax needs, from ensuring your annual return is submitted accurately and on time to inheritance tax planning.

Our services include:

  • Capital Gains tax
  • Inheritance tax, wills and trusts
  • Tax minimising strategies

Inheritance tax, Wills and Trust

The amount paid to the Inland Revenue as Inheritance Tax is increasing, mainly due to the rising value of people's homes. If no planning is undertaken, a large proportion of the savings that you wanted to pass to your children will pass to the government instead. We help clients to mitigate and if possible eradicate this liability.

This is achieved through a mix of:

  • Will planning
  • Lifetime giving
  • Use of planning schemes

Our team recognise the importance of protecting family wealth. We work with our Wealth Management team to provide a review of your current affairs, helping you put the most effective strategies in place to manage your assets.

For further advice please contact Chris Hodgson.