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We provide clear and practical tax advice to clients in the UK and abroad. We work with a wide variety of clients including entrepreneurs, families, High Net Worth Individuals (HNWI) and trusts.

In addition, we offer a wide variety of services associated with owning, managing and preserving business and wealth. This included asset protection, estate and succession planning.

CGT is payable by individuals, trustees and personal representatives (PRs). There are annual tax free allowances for individuals, trustees and PRs.

There are multiple types of relief applicable to different circumstances such as Entrepreneurs’ Relief, Holdover relief, Roll over relief, PPR etc.

Inheritance Tax is a tax on the estate of someone who has died, including all property, possessions and money.

Only a small percentage of estates are large enough to incur IHT, but you mustn’t forget to factor this tax into your plans when you make your will.

A Family investment company (FIC) is an extremely tax-efficient tool for IHT planning. If you would like further information this fact sheet summarises the basics on FICs.

Trusts are an often overlooked way to manage your estate when you pass away, keeping an element of control over what happens to your assets and how they can be used.

For example they can enable grandparents to provide for their grandchildren by helping out with outgoings such as school fees.

The tax treatment of trusts can also mean they're useful for reducing the amount of inheritance tax that will be paid.


An accountancy firm with a difference