TRUSTS AND TAX PLANNING


We can advise you about:

the availability to you of lifetime tax-planning;
opportunities and pitfalls involved;
how to avoid practical, legal or tax problems;
setting up all sorts of trusts for children, grandchildren or others including discretionary trusts;
Agricultural Property Relief for farmhouses (following tightening up of the rules by the Inland Revenue);
retirement planning for your family business, partnership or company, often working with the Business Law department and your accountant or financial advisor;
how your plans will effect your own future financial security, your family, business or farm;
practical tax-planning schemes which are widely used in appropriate circumstances;
other professionals who are able to provide additional specialist advice;
making gifts of your house or part of it (which need particular care).

TRUSTS AND CHARITABLE TRUSTS

We set up and administer charities and family trusts.
We deal with tax returns and other annual or occasional routines.

For further information on Trust and Tax Planning, please contact Sue de Candole