Inheritance Tax and Capital Gains Tax Planning

If you are worried about how inheritance tax and capital gains tax might affect you, call one of our specialist tax advisers today on 0845 872 6666 for a no obligation discussion.

If you are thinking about making gifts or setting up a trust, you will need to consider the tax implications of doing so. Creating a trust or making large gifts during your lifetime for your children or grandchildren can result in a large bill for both inheritance tax and capital gains tax.

Planning ahead is key to preserving your assets and mitigating tax and our team can help you by guiding you through the ever increasing amount of tax legislation and work out the best way forward. We can offer advice in relation to:

• Lifetime Trusts
• Lifetime Giving
• Charitable Gifts
• Charity creation and registration
• Succession Planning
• Domicile and Residence

We work closely with your accountant or adviser to ensure that you receive the best possible solution for your specific circumstances with the minimum of jargon. Our approachable solicitors have clients nationwide and abroad who appreciate JMW’s friendly and practical advice.