Estate Planning

We offer an extensive range of personal tax panning all catered specifically to you individual needs that include:

  • Advice on minimising tax liability, including:
    • Income Tax
    • Capital Gains Tax (CGT)
    • Inheritance Tax (IHT)
    • Non-domiciliary Tax
  • Completion and filing of statutory returns
  • Advice on payments due
  • Advice on trusts and estates

We can also offer independent advice to optimise your tax position whilst ensuring you are meeting all the compliance regulations on issues such as:

  • Company cars and accommodation
  • Whether directors should receive salaries or dividends
  • Minimising CGT liability on asset disposal
  • Optimising your tax position when living or working abroad

With the highly complex nature of tax and finances today, we encourage our clients to develop a comprehensive personal finance plan that, in addition to personal tax planning covers:

  • Education cost provision
  • Mortgage planning
  • Savings and investments
  • Insurance planning
  • Healthcare provision
  • Retirement planning
  • Estate planning

We recommend working within an overall plan, as decisions made in any of these areas are likely to affect one or more of the others.

Call us today on 0113 391 9990 to discuss better ways of managing your personal finances.

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“It’s not how much you earn that matters, it’s how much you keep”