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Taunton

17 The Crescent, Taunton,
Somerset, TA1 4EB
Taunton Solicitors

London

Central Court, 25 Southampton Buildings,
London, WC2A 1AL
London Solicitors
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Tax, trusts and succession planning

Tax, Trusts and Succession Planning

Our team have considerable experience in advising clients on planning for their future and the future of their family, whether this be in relation to care home fees, inheritance tax planning, family business succession planning or the preservation of assets for your chosen beneficiaries.

Inheritance tax planning

The rise in property prices, the fiscal drag of frozen tax bands and legislative changes resulting in pension funds becoming taxable and the availability of agricultural and business property being limited, more families are facing inheritance tax charges - limiting what they can pass to their chosen beneficiaries. This includes families who would not consider themselves 'wealthy'.

It is more important than ever to plan for the future and take professional estate and succession planning advice.   Our expert team will guide you through the process.   We frequently work with other experts including tax accountants and financial planners in order to ensure that a holistic approach is taken to your succession planning.  A coordinated approach is important to avoid conflicts and unintended consequences.

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Preservation of assets for those you wish to benefit

Many of us are now living in blended families, where there may be children from previous marriages or relationships to consider and scope for competing interests.

Carefully succession planning can help  preserve assets for those you wish to benefit and help to prevent disputes.    Our team will take the time to really understand your particular circumstances and needs.

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For more information about our wills service click here

For more information on planning for care home fees click here

  • Anna was great to work with and gave us useful insights before we made our final decisions
    client
  • "Thank you Mr Ashby for being so helpful. We are so pleased with the kind and prompt service and the sensitive way you helped us to understand and put in words what we wanted and needed"
  • Maitland Walker LLP have dealt with every single one of my enquiries with professionalism and integrity.....I would not hesitate to use their services again should the need arise
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Taunton
James Ashby
Senior Associate Solicitor
01823 745777
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Blog

● Information

Estate Planning and the Unmarried family

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● Information

Is it time to update your Will?

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● Awards

Have you registered your trust?

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● Awards

Trusts

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● Awards

The Trust Registration Service: What you need to know

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● News

Relief for farmers and businesses following partial agricultural and business property relief climb down.

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Practice areas

Personal Legal Services

Expert legal advice for you and your family

Business Legal Services

Excellent technical advice and practical solutions for your business.

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