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).
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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Brachers appoints partner to Contentious Trusts & Estates team
Deborah Cain joins the firm’s growing private client practice. Read more
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Is there a threat to agricultural and business reliefs?
HMRC published a paper last year (2017) about Inheritance Tax reliefs and exemptions which affect estate planning matters, particularly related to agricultural and business assets. For many, Agricultural Property Relief and Business Relief help with succession planning to ensure assets pass down the generations with little IHT being payable. Read more22/12/17
Gifting tax efficiently this Christmas
Christmas is a time for giving and many will give money or other assets away at this time of year but will your gifting be Inheritance Tax (IHT) efficient this Christmas? Read more27/03/17
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 more08/03/17
Spring Budget 2017
A summary of the key points in the Spring Budget 2017. Read more29/11/16
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 more27/09/16
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