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:
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.
Clive Pointon – Chester Office
Partner & Head of Wills, Trusts & Tax
Lynda Richards – Shrewsbury Office
Wills, Trusts & Tax Senior Associate