Family Trusts & Tax Planning

Family Trusts & Tax Planning

Nobody wants to see the wealth, which they have spent a lifetime building, eaten up in Inheritance Tax.

The right solutions can also help to protect your family’s assets from being used to fund nursing or care home fees and allow them to pass to your children or grandchildren instead.

We like to get to know our clients so that the solutions we suggest suit your personal circumstances and long term goals.

Whether you are looking for ways to protect your own assets for the next generation or to make arrangements for how your finances are to be looked after if you could not deal with them yourself, our expert team can advise you on the options available for you and your family.

We Advise On:

  • succession planning for individuals, business-owners and farmers
  • Inheritance Tax relief and exemptions for business-owners, farmers and heritage property owners
  • creating and administering trusts established in lifetime or by Will
  • creating and administering Personal Injury trusts following medical negligence claims
  • acting as the attorney or Deputy of individuals without mental capacity and looking after their financial affairs
  • preparing and registering Lasting Powers of Attorney
  • assisting with the registration of Enduring Powers of Attorney
  • applications to the Court of Protection in relation to Deputyships
  • applications to the Court of Protection for a statutory Will, where a person is not mentally capable of making a Will themselves.


What clients say

A “down to Earth” and very friendly company.

Geoffrey & Maureen Mole

Want to know more?

Request a call back or ask us a question using our quick-contact form.
Alternatively you can call us on 01392 207020.

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