Taxation for individuals
How we can help
We advise on all aspects of UK taxation, with particular emphasis on inheritance and capital gains tax planning.
Matters we advise on include:
- general estate planning and maximising IHT reliefs
- mitigating CGT on second properties
- disposing of a capital asset and maximising CGT reliefs
- creating trusts as a structure for maintaining family wealth
- advising on the pre-owned assets tax regime
- post-death tax planning
- creating and advising on the implications of personal injury trusts (where we can work together closely with our personal injury department)
reviewing an existing trust post Finance Act 2006 and advising - whether restructuring is required
- maximising agricultural property relief and business property relief
- advising entrepreneurs and family businesses on the application of entrepreneurs' relief and business property relief
In many cases early specialist advice can save very substantial amounts of tax. Tax advice can range from a simple 'health-check', such as advice on whether your family will be subject to an inheritance tax charge in the event of your death, to sophisticated tax planning arrangements. Our team has the flexibility to tailor advice to any individual's circumstances.
Our team
Our specialist taxation team offers the broad range of expertise and technical knowledge required to meet individual clients' needs, no matter how complex. The team includes Richard Frimston, who contributes a regular column on cross-border issues to the STEP journal and is a co-author of International Aspects of Family Law, published by family law organisation Resolution.
We work closely with our specialist lawyers including our french law, family and children and corporate and commercial law departments to ensure clients are provided with seamless advice on matters such as inheritance tax, succession planning, capacity, trusts, international estates and taxation issues arising on divorce or civil partnership dissolution.
Many of our lawyers are members of professional organisations such as the 'Society of Trust and Estate Practitioners (STEP)' and 'The Association of Lifetime Lawyers'.
Charging information
Charges are usually based on our hourly rates plus administrative charges and disbursements. We will provide you with an initial estimate of your likely legal costs and will update this as your requirements or the circumstances of the work change.
We would be pleased to discuss your requirements and produce a costs estimate accordingly based on the type and complexity of the work involved.
Get in touch
If you would like to speak with a member of the team you can contact our private client solicitors; Holborn office +44 (0)20 3826 7522; Kingston office +44 (0)20 3826 7529 or Putney office +44 (0)20 3826 7515 or complete our form.
Related insights
The latest news and insights from our private client team
04.12.2024
Number and value of trusts in UK continue to decline despite ‘surprising’ rise in registrations during last tax year—Spear’s
03.12.2024
Alexandra Mackenzie Smith promoted to legal director
02.12.2024
Assisted Dying Bill 2024—where are we?