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Tax Planning

Our tax specialists give advice on all aspects of lifetime capital tax planning to a broad range of clients spanning farmers, professional individuals and families with complicated financial arrangements. We help you protect your assets and plan for the future making sure that you minimise your and your heirs’ tax liabilities.

Sometimes it makes sense to make gifts to loved ones while you are still alive to see them enjoy it. In such cases you need to take into account capital gains tax and inheritance tax. If you choose to give through your Will then you will need to take into account inheritance tax. With tailored advice to suit your specific situation it may be possible to minimise the different liabilities.

At Brachers our tax specialists advise on all aspects of lifetime capital tax planning. We take the time to understand your current situation and your wishes for the future before working with you to help you achieve the best possible solution.

Out team is also able to provide advice on:

  • tax planning - advice on how to avoid, postpone and/or reduce it UK and offshore tax advice;
  • inheritance, income and capital gains tax advice; and
  • inheritance tax returns.

We are members of the Society of Trust and Estate Practitioners (STEP).

Fact Sheets

Inheritance tax planning ideas

Successful inheritance tax (IHT) planning may help preserve assets for future generations of your family and if you want to minimise an IHT liability on your death it is important to start planning at an early stage. In this fact sheet we explain some basic IHT planning principles and ideas which you may find useful. Read more

Leaving gifts to children in your will

As a parent with young children, it is absolutely essential for you to make the right kind of provision for your children in your will. There are three options which are outright gifts, age contingent gifts or the provision of a fully discretionary trust. Read more

 

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News & Events
16/06/17

Brachers appoints partner to Contentious Trusts & Estates team

Deborah Cain joins the firm’s growing private client practice. Read more

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Meet the Team

Christopher Eriksson-Lee | Partner

T: 01622 776465 | Email Christopher

Emma Harris | Associate

T: 01622 655298 | Email Emma

Amy Lane | Solicitor

T: 01622 776427 | Email Amy

Simon Palmer | Consultant

T: 01622 776415 | Email Simon

Mary Rimmer | Senior Associate

T: 01622 655296 | Email Mary

 

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Recent Experience, Expertise & Articles
27/03/17

Increase the amount that can pass to your family free of inheritance tax

A recent report revealed that the amount of Inheritance Tax (IHT) paid by British families has risen by more than 90% since 2010. Christopher Eriksson-Lee, Partner in Private Client explores the tax savings possible with careful planning. Read more

08/03/17

Spring Budget 2017

A summary of the key points in the Spring Budget 2017. Read more

29/11/16

Holistic financial planning approach

Brachers Wealth Management recently advised Margaret on her inheritance of a large capital sum from her late father’s estate. Read more

27/09/16

Implications of the main residence nil-rate band on property sales currently exceeding IHT allowance

With over a quarter of property sales this year in excess of the current inheritance tax allowance, what does the introduction of the main residence nil-rate band (MRNRB) mean? Read more

20/09/16

Family Matters Issue 3

The latest edition of our private client newsletter. Read more

16/08/16

Trusts – Not just for the wealthy

A recent report has shown that half of the £4.7 billion Inheritance Tax (IHT) paid in the UK during 2015/16 was paid by families living in the South East and London. Many people are unaware that trusts can be an effective vehicle for reducing the amount of IHT payable and for asset protection though the generations. The Private Client team at Brachers consider them to be an important part of tax planning for our clients. Read more

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