Capital Gains and Inheritance Tax Planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.

Our capital tax services provide you with a professional approach to inheritance tax and capital gains tax matters.

These services require, by their very nature, a different approach for each client in order to satisfy individual needs.

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight – and a detailed knowledge of the tax regime.

Capital taxes can be complicated but we will provide you with constructive and practical solutions to your requirements in a clear and understandable format.

Having built up wealth through your lifetime, it is never too early to start planning how you and your family can hang on to it without a high tax burden.

Our pro-active approach will:

• Help to ensure tax is not paid unnecessarily
  
• Provide constructive advice on capital tax planning issues from ad hoc advice to detailed planning reports
  
• Where tax is due, provide clear unambiguous and timely notice of tax liabilities
  
• Look at the wider picture as IHT planning and Capital Gains Tax planning will often interact

Estate Planning should be part of your personal financial planning and our tax team and financial planning team work together to help you achieve this.

For further information, or for a FREE initial consultation, contact Jenny Cook on 0800 146870 or e-mail jennycook@bird-luckin.co.uk