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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

Dr Pepper Snapple

Back in January of this year, it was announced that Keuring Green Mountain and Dr Pepper Snapple Group would merge. Now that the merger is complete, shareholders will have shares in a new company, Keurig Dr Pepper.

dr pepper snappled up

The move merges the likes of 7UP, Snapple and the world’s biggest single-serve coffee brand K-Cup to become one of the biggest beverage giants.

Tyco sends us loco!

Dealing with North American shareholdings can leave non-US based estate practitioners scratching their heads, we offer guidance to make sense of it all.

Medallion Signature Guarantee

Leading law firm, Lester Aldridge, is pleased to announce it is the first law firm in the UK to be authorised to act as guarantors under the US Medallion Signature Guarantee STAMP programme.

Meet our Tax Planning specialists

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