Estate Planning & Trusts

The number of estates paying inheritance tax is increasing. The good news is that we can help you plan to minimise or avoid altogether potential charges to inheritance tax. We take time and care to understand you and your family’s wishes and aspirations. We offer advice that is specifically tailored to you. We understand the importance of assets protection and will provide practical guidance as to how to ensure your legacies are enjoyed by the beneficiaries you choose.

When a loved one dies, dealing with their estate is just one of the things you may have to deal with. We can assist you with all matters relating to their estate, whatever the size. We guide you through every step to ensure that the estates affairs are brought up to date and settled appropriately.

If required, we can offer guidance on minimising or avoiding inheritance tax post death.

Effective inheritance tax and estate planning can often be achieved through the effective use of trusts. Trusts can be used to protect family wealth from inheritance tax charges and unintended beneficiaries. We offer personal advice and guidance on how trusts can be used to help protect your family wealth and provide security for future generations.

Estate Planning & Trusts

From cradle to grave; we have an expert team to help you and your family with all aspects of tax planning to help ensure you can make the most of what you have now and provide security for future generations.

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Personal Tax Planning

Our specialist tax team can help you with all aspects of your tax affairs, be it business or personal. From day to day compliance and returns to advice and planning we have the solutions for you.

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Probate Services

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Retirement Planning

We work alongside our own independent financial services company to ensure that you have a complete solution to your retirement planning needs

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Self Assessment

We can take away the worries of complying with self assessment by ensuring that your returns are accurate and filed on time and provide you with the peace of mind that you are paying no more tax than you should.

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Tax and Personal Savings & Investments

We can help you understand the complex rules of the taxation of savings and investments to ensure a complete solution to your investment and savings planning.

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  • Updated KEY GUIDES now published – August 2019

    Updated KEY GUIDES now published – August 2019 KEY GUIDES UPDATED KEY GUIDES We have reviewed our series of KEY GUIDES and published updated versions where appropriate. You can access the whole series of KEY GUIDES through the downloads in the Recent News section of our website here: – KSK – Recent News The latest […]
  • News Roundup Monday 18th March 2019

    News Roundup Monday 18th March 2019 NEWS ROUNDUP TAX NEWS MTD plans for small businesses will go ahead The Government has said plans for small businesses with a turnover above the £85,000 VAT threshold to be required to submit quarterly returns online will go ahead from April 1st. The Chancellor reaffirmed the plans for Making […]
  • Key Guides January 2019

    Key Guides January 2019 KEY GUIDES JANUARY 2019 Updated Key Guides now available We are delighted to make available to you our updated and freshly designed Key Guides.  There are eleven updated Key Guides publications, covering a wide range of topics that we hope you will find interesting. Each guide offers you an essential introduction […]
  • Updated Key Guides published 23rd August 2018

    Updated Key Guides published 23rd August 2018 UPDATED KEY GUIDES Whilst most of us bask in the hottest summer for over half a century, the government is busy running consultations and trying to prepare for what Brexit will eventually mean. But that is no reason for us not to be busy, whilst we await the […]
  • IHT Planning

    The need for IHT Planning is highlighted by record tax receipts. With the current revelations about offshore trusts, tax havens and the disclosures about our political leaders tax affairs you may think that tax planning is all but dead and gone.  This is certainly not the case, some sensible steps based on sound, legitimate and […]