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Tax Planning 3c

Tax Planning

Our highly experienced tax team can ably assist you with all of your tax matters. From savings advice to forward thinking tax planning, we have helped thousands of businesses and private individuals make the most of their money.

We understand that a ‘one size fits all’ approach is not what our customers want. Instead, our team of chartered tax advisors, technicians and solicitors will spend time getting to know you so that they completely understand your personal circumstances and priorities.

As a result, we can provide you with advice and solutions tailored to your particular needs and goals, including:

  • Planning for inheritance tax
  • Managing capital gains tax
  • Succession strategies

Business issues for owner managers including Enterprise Investment Schemes (EIS) and Enterprise Management Incentives (EMI)

Members of our team also belong to the Society of Trust and Estate Practitioners (STEP), meaning we have access to the latest tools and training to help families plan for their futures.

Latest News & Blogs

New England & Wales Probate Court fees

The UK Government has issued its response to the consultation on proposals to reform court fees for grants of representation, with the Ministry of Justice (MOJ) confirming that from May this year, barring any U-Turn or rejection by Parliament, there will be the reintroduction of banded court fees for grant applications (also known as probate applications).

5 common wills

From 6 April 2015, the taxation implications of pensions will change substantially but the rules differ according to different circumstances.


Your main property is exempt from capital gains tax because of private residence relief. When you own more than one the tax position is more complex.

Piles of paperwork

It may not have escaped your attention that over the last few years, tax avoidance and abusive tax arrangements have been in the news a great deal.

Meet our Tax Planning specialists

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