Daverns has both the tax advisory and trusts expertise that will assist you in assisting the next generation.

Daverns can assist you with appropriate lifetime use of your “nil rate band” and “residence nil rate band” that allow you and your spouse or civil partner to dispose of assets potentially free of inheritance tax through the use of trusts and otherwise through the use of potentially exempt transfers and gifts out of income.

Daverns can assist you with the sale and purchase of businesses and assets and in particular structuring these with the aim of legitimate minimisation of exposure to tax, as well as with any employment law issues that may arise (such as the transfer of employee rights under TUPE).

While we do not give investment advice, we assist with strategies for business succession within a family, including family governance documentation and the establishment of appropriate vehicles for family investment.