Tax Planning

Personal tax planning

Today, more and more emphasis is being put on taxpayers'individual responsibilities and everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements. Our tax team can provide you with year-round advice on all aspects of personal taxation.

Estate planning

Few of us like to think about dying, however the relevant legislation requires us to plan well in advance. This means making thenecessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight - along with a detailed knowledge of the current taxregime. We provide a discrete comprehensive estate planning service thatincludes:

• help with planning and reviewing a will;
• making full use of exemptions and lower tax rates on lifetime transfers;
• optimising lifetime transfers between family members;
• transferring agricultural or business property;
• transferring assets into trust; and
• arranging adequate life assurance to cover potential inheritance tax liabilities.