Careful advance tax planning and preparation are essential for protecting your wealth and may help to maximise the value of any legacies or gifts you wish to leave to your intended beneficiaries.

Our Approach to Tax Planning

We work closely with tax advisors to seek the most tax efficient outcome to suit your particular circumstances.

We advise a variety of high net worth clients as to the most tax efficient way of disposing or retaining their property or assets in the UK. We are also skilled in analysing our clients’ circumstances and providing clear, concise and practical advice as to the best ways of minimising the potential impact of Inheritance Tax, Capital Gains Tax and Income Tax where possible.

Our specialist team has experience in advising on the most effective way to exploit existing as well as new offshore connections to protect your private assets in the UK where possible.

Our diverse range of specialist tax planning services include:

  • Inheritance tax planning
  • Capital Gains tax panning
  • Income tax planning
  • Offshore tax planning
  • Expert Will drafting to exploit potentially significant tax savings
  • working with executors to advise on and arrange post death variations for greater tax efficiency and opportunities

For further assistance please contact Gareth Hughes Head of our Private Client Department either by telephone on 0207 611 4848or by e-mail to ghughes@rollingsons.co.uk

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