Taxation & Trusts

Taxation

Tax is one of the certainties in life and we can advise you on all areas of taxation including -

• Income tax
• Inheritance tax
• Capital gains tax

Our wealth of experience includes advising individuals and trustees of their tax liabilities, ways to reduce those liabilities and the completion of personal, estate and trust tax returns.

 Trusts

Do you know the benefits of using trusts?

Trusts can be useful:

• for tax planning
• to protect assets from care fees
• to manage money for those who may not be able to manage it for themselves
• to protect vulnerable people, including people who are mentally incapacitated and children

Our team has knowledge of using trusts for many purposes. We can advise you on how trusts can benefit you and on how to manage a trust. We can complete annual tax returns for you and even manage the trust for you if you wish.

Both the head of our team, Monica Havers, and Louise Lewis are fully qualified members of the prestigious Society of Trust and Estate Practitioners and the team has specialist knowledge in this area.