Personal Tax and Trust Compliance
We have one of the largest Private Client teams in the country with a wealth of experience in providing tax advice whether in conjunction with the legal work we undertake or working alongside accountants. We also advise on the legal and tax aspects of estate planning.
Our experience
The team regularly advises on a range of personal tax matters including:
- All aspects of UK income and capital taxation for individuals, trusts and estates
- Inheritance tax for individuals and trusts
- Domicile issues
- Stamp Duty Land Tax and Land Transaction Tax
- Completion of annual tax returns and general tax compliance for individuals, trusts and estates
- Completion of CGT returns following a property disposal
- Advice for UK resident non-doms and foreign nationals
- UK and international wealth structuring.
How we help our clients
Tax is a key feature of any financial decision that you take as part of your estate planning. Ensuring that you are making tax efficient decisions and maintaining your compliance with UK and international laws is vital.
Our tax and trusts team are here to support you to keep on top of your various tax obligations, in an ever changing and increasingly complicated arena.
We act for individuals living in the UK and other jurisdictions, individuals moving to or from the UK, business owners, landowners and their families, entrepreneurs, academics.
We are part of an international network of law firms and know tax advisors in many foreign jurisdictions who we can refer you to and work alongside.
Our services
Our team continues to be at the forefront of understanding tax issues for high-net-worth individuals, trusts, and families and provides advice to help them meet their objectives and compliance obligations.
Our Private Wealth team advise on UK tax issues affecting UK and non-UK structures and our clients’ estate planning objectives, as well as the associated compliance.
Our lawyers support clients with tax residency issues and UK tax exposure of UK and non-UK structures.
We have a wealth of experience advising on inheritance tax in the context of estate planning, family trusts, agricultural and business property, lifetime gifts, family investment companies, heritage property and post death variations.
Complying with tax laws and regulations that are constantly changing is a challenge. We can help with all of this, from filing your return to tax planning
Services from our Private Client team
Our Private Wealth sector
Clients who have built a significant assets base may face a complex legal and tax landscape. Our experts, who cover a range of legal disciplines, are on hand to provide specialist legal guidance and support to help individuals, their families, trustees and family offices.
Recognition of our work
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