Close menu
 

Our specialist lawyers in Chester and Shrewsbury can advise you on a vast range of taxation matters, including inheritance tax, capital gains tax and income tax, as well as the taxation regimes applicable to all types of trust.

We can provide practical, considered advice on the most tax efficient method of structuring personal transactions, as well as on matters such as:

Contact us today to discuss your requirements.

Inheritance tax and capital gains tax planning

Availability of lifetime and death allowances and the complex rules involved, including the inheritance tax changes introduced in 2015. This includes the setting up, administration and winding up of lifetime trusts or those created under Wills.

Joint ownership of property

Reviewing the joint ownership of assets and advice on the necessary steps to ensure that the ownership arrangements reflect the clients’ wishes and are compatible with their intentions in their Wills.

Disposal of personal assets

Advising on the tax implications of disposing of personal assets and the rules applicable for both outright transfers and transfers into trust.

Agricultural and business assets

Availability of agricultural or business property relief from inheritance tax and restructuring assets to secure the maximum relief available.

Key Contacts

Clive Pointon

Clive Pointon

Partner | Head of Wills, Trusts & Tax | Deputy MLRO | Notary Public

Read more
Lynda Richards

Lynda Richards

Wills, Trusts & Tax Partner

Read more