We are able to give specialist tailored advice to help clients plan for the future. We have assisted many clients with tax saving techniques through the use of certain types of Wills and Trusts. Often the type of Will or Trust used will depend on the familial and business circumstances of the client and our team have many years of experience in gauging the right option for a particular client.
We are able to boast the expertise of Allison Kent who is one of a small number of full members of the STEP (Society of Trust and Estate Practitioners). Allison specialises in advising clients with high value estates in order to reduce and minimise any potential tax liability. She also has expertise to be able to give estate planning and tax advice to agricultural and business clients.
It can also be the case that the best option for a client will not necessarily be Will or Trust based and we can also give advice on and assist with the making of lifetime gifts, for example a gift of a property to a child. In such circumstances it is important to consider the implications of making gifts and we are able to provide a client with the options available to them and the implications involved.
Call 01792 773 773 or tell us how we can help you here.
