Tax Planning

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.

Our team is also able to provide advice on:

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

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

Client Testimonials

"They have a very friendly and personal style. They are always professional, helpful and available."

Chambers High Net Worth Guide 2019

"The empathy and reassurance provided during proceedings was of a highly personal nature."

Chambers High Net Worth Guide 2019

"The team at Brachers is knowledgeable and professional and provides pragmatic advice."

Legal 500 2019

  • The Team
  • Knowledge
  • News & Events
Emma Harris profile
Emma Harris Senior Associate

T: 01622 655298

Email Emma Harris
Amy Lane profile
Amy Lane Solicitor

T: 01622 776427

Email Amy Lane
Simon Palmer profile
Simon Palmer Consultant

T: 01622 776415

Email Simon Palmer
Mary Rimmer profile
Mary Rimmer Senior Associate

T: 01622 655296

Email Mary Rimmer
Posted 18 January 2019 Article

Changes to Pension Credit

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Posted 14 January 2019 Article

Inspirational new year resolutions

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Posted 13 December 2018 Article

All you need to know about giving tax efficiently this Christmas

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Posted 13 December 2018 Article

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Posted 12 November 2018 Article

Benefit entitlements for disabled people - Attendance Allowance

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Posted 06 November 2018 Article

Probate fee increase…the good, the bad and the controversial

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Posted 25 October 2018 Article

The misconception that married couples do not need a will

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Posted 28 September 2018 Article

The comfort in preparing a lasting power of attorney

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Posted 14 September 2018 Article

Call to scrap Inheritance Tax and replace with a gift tax

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Posted 07 September 2018 Article

Why making a will or lasting power of attorney is important at every age

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Posted 26 June 2018 Article

Inheritance Tax refunds (loss relief) - reminder for executors

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Posted 29 May 2018 Article

Survey launched on Inheritance Tax to simplify regime

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Posted 28 May 2018 Article

IHT has reached an all-time high

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Posted 23 April 2018 Article

What you need to know about the new tax year

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Posted 13 April 2018 Article

Brachers' Personal Affairs team

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Posted 21 March 2018 Article

What to consider before the end of the tax year?

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Posted 20 March 2018 Article

Law Commission’s outline of next steps after will review

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Posted 30 December 2017 Article

Are liveries inheritance tax friendly?

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Posted 24 October 2017 Article

Landowners urged to prepare now to avoid high tax bill

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Posted 18 September 2017 Publication

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Posted 14 September 2015 Article

Inheritance Tax Planning

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