Personal & Business Tax Planning & Trusts

The threat of taxation on death is a worry for many. Our team has over 60 years' experience of advising on the issues involved in protecting private and business wealth.

There are many packaged products available which are marketed as Inheritance Tax saving schemes; in our view there is no such thing as an off the peg scheme and all our advice is tailor made to suit the individual client. For example, clients' concerns for the security of the next generation can be dealt with through the use of trusts of which there are many to choose from. Family trusts are just one option we will consider with you to provide for your grandchildrens' education.

We will also consider the financial security of the donor and whilst we are creative and utilise some lateral thinking we would not recommend to our clients any scheme with which neither they nor we would be uncomfortable.

Although Wills and Trusts are the main tax planning tools, clients are often quite interested in giving away business assets in their lifetime during a favourable tax regime. We can provide practical advice on the best ways to achieve your goals now and in the future.

Main Services

  • Advice on all areas of taxation for lifetime tax planning
  • Preparation of trusts and advice on varying existing trusts
  • Trust Administration (including preparation of accounts and tax returns)
  • We offer home visits to the elderly, infirm and disabled and can provide large print leaflets on request

Law Cast - For Individuals

Grandparents' legal rights over grandchildren
Calum Irvine, 27 May 14

Advice for employees on employment tribunals
Martin Hopkins, 29 April 14

When is a farmhouse not a farmhouse?
David Wybar, 11 March 14

More law cast episodes...

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Lead Contacts

Bruce Ballard
01206 217327
Claire Read
Partner, Wills, Trusts and Probate - Chelmsford
01245 453835

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