Trusts & Estates

With rising property values and static inheritance tax thresholds, more estates are becoming liable for significant tax bills. Our inheritance tax specialists help you put effective strategies in place early, making use of available exemptions and reliefs to safeguard your estate and maximise what you leave behind.

We provide clear, actionable advice on available inheritance tax exemptions, including annual allowances, gifts and spouse and charity exemptions. Where relevant, we also advise on business property and agricultural reliefs to ensure you don’t miss out on valuable savings.

Lifetime transfers can reduce your inheritance tax exposure, but only if executed correctly. We help you assess whether making gifts during your lifetime is right for you, considering all financial and legal implications to support your long-term goals.

Trusts can be highly effective for protecting assets and supporting future generations – but they come with complex compliance responsibilities. Our experienced team advises on the setup and ongoing management of trusts, prepares trust tax returns and ensures compliance with HMRC requirements.

We can act as independent trustees or executors, providing continuity, professionalism and impartiality. Whether we are managing a trust or administering an estate, you can count on us to handle matters with diligence and discretion, giving your family peace of mind.

Estate and trust matters require sensitivity and long-term thinking. That’s why a dedicated partner will oversee your case, providing consistent, trusted advice tailored to your wishes and your family’s future needs.