We can advise you and your family on reducing inheritance tax liabilities and protecting your wealth with tailored solutions for your future.

We have specialist inheritance tax solicitors and accountants in house who work together to advise on both legal matters and specialist tax areas related to UK inheritance tax.

We can advise on:

• Lifetime inheritance tax planning and gifting

• Calculation of inheritance tax on the estate of the deceased (circumstances such as when your second parent dies)

• Compliance requirements for executors of an estate

• Compliance in relation to inheritance tax when transferring wealth

• Personal tax implications of joint bank accounts on death

• Personal tax implications of gifting assets into trusts (chargeable lifetime transfers)

Raymond and Sabir have been incredibly helpful in providing me with advice on a tax and estate planning matter. Having both tax and legal advice available in one team meant my case was dealt with quickly with seamless handover between the two areas of expertise. This combined service was a huge benefit — what a relief to not have to relay information between specialists. In all my interactions, I have found the team to be highly knowledgeable and excellent at customer communication. I would highly recommend them.

Client, Tax & Estate Planning Matter