We can advise you and your family on how to manage your financial affairs in the most tax-efficient way. This includes making full use of your allowances and exemptions for capital gains tax and inheritance tax purposes.
We provide guidance on both short-term and longer-term tax planning, often working with clients on these areas when we are helping with related issues, such as making a Will or planning for retirement.
Our range of tax services
In helping you with short-term and longer-term tax planning, we can support you on many different aspects, including:
- how to minimise your capital gains tax liability – this can range from re-organising your share portfolio to setting up family trusts
- the options for reducing inheritance tax payable on your estate by way of lifetime gifts or trusts, and advice on the Pre-Owned Assets Tax legislation
- how to set up a trust or charity in a tax-efficient way. Our team can manage the trust or charity by making use of all exemptions when submitting tax returns to the HM Revenue & Customs.
In providing these services, we will take the time to understand your financial and family circumstances so as to offer you tailored, practical advice.
"Lindsays provides ‘excellent service backed by up-to-the minute technical knowledge’."
The Legal 500: The Client's guide to the UK legal profession
