LegalRoad specialist Tax Planning and Trusts team comprising of consultant solicitors and lawyers advise on all aspects of trust and personal tax law with substantial domestic and offshore experience.

Our team can advise you on the following –

Tax planning

  • Inheritance, income and Capital Gains Tax advice
  • Inheritance tax returns
  • Tax planning – advice on how to avoid, postpone and/or reduce tax
  • UK and offshore tax advice

Trust creation

  • Help beneficiaries who are too young, infirm or disabled
  • Help with tax planning
  • Protect assets from creditors
  • Provide flexibility
  • Protect means-tested state benefits.

Trust management

  • Advise and implement the appointment and retirement of trustees
  • Advise about taxes
  • Advise trustees on their powers and duties including the Trustee Act 2000
  • Calculate & pay tax bills
  • Help trustees choose & check the performance of an investment adviser
  • Liaise with beneficiaries & other advisers to ensure that the trust fulfils its purpose
  • Prepare all relevant deeds & resolutions so income & capital are managed properly
  • Prepare annual trust accounts
  • Prepare annual tax return