Wills and Trusts
Do you want to arrange your afairs so that your inheritance tax liability is minimised?
We advise on PETs, discretionary trusts and the optimum division of assets between married couples. The Chancellor of the Exchequer is anxious to gain 40% tax on anything passed on from one generation to another. We strive to find ways of avoiding the worst mindful of the fate of King Lear.
Life assurance and a retirement pension are essential aspects of the financial protection which every family should have. We can advise on these issues. We also advised the optimum time to retire from a business.
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Latest news
- Tax Diary August/September 2025
09/07/2025 - More...
1 August 2025 - Due date for corporation tax due for the year ended 31 October 2024. 19 August 2025 - PAYE and NIC
- Being paid directly is not a confirmation that you are an employee
09/07/2025 - More...
A Tribunal has provided a landmark ruling over employer-employee status in the context of direct payments made under the
- Autumn Budget 2025: What Changes Might Be on the Horizon?
07/07/2025 - More...
As we look ahead to the Autumn Budget 2025, it is clear that the Chancellor, Rachel Reeves, will be under pressure to