Capital Gains Tax and Inheritance Tax

Our tax planning specialists can advise on all areas around capital gains tax and inheritance tax which can become very expensive without successful planning strategies.

Planning techniques may involve making use of capital gains tax annual exemptions and reliefs throughout your family and the timing of disposals can be very important.

Inheritance tax planning is becoming increasingly important to more people as the value of your assets exceeds the nil rate thresholds. We can provide you with practical tax planning advice for example lifetime gifts out of income, lifetime transfers and estate equalisation. We can also look at trusts, passing assets to the next generation and will reviews and variations.

Our tax planning advice is aimed at being practical and tailored to your individual needs ensuring that you receive the best service and advice for you.

For advice on capital gains tax and inheritance tax contact Carrie Taylor or Sarah Reilly  in our tax department.