The largest and best private client team in the region, we offer specialist tax and succession planning advice for:
- farmers
- owners of landed estates
- owners of rural businesses
We regularly advise on:
- Succession planning
- passing the farm, estate or business to the next generation
- retirement tax planning
- achieving equality and security within the family
- protecting the farmhouse or family home
- Creating bespoke Wills
- to protect the family, preserve the business and keep taxes to a minimum
- to deal with complex family circumstances and balance competing interests
- to deal with complex or high value estates
- Specialist Inheritance Tax issues
- maximising business property relief
- maximising agricultural property relief
- Land with development value
- minimising capital taxes on development land
- tax advice on the creation of option agreements
- tax advice on a gift or sale of land with development value
- Dealing with illness and incapacity
- effective preparation and use of Powers of Attorney
- protective strategies to keep the business running in the event of illness
- protecting the interests of an incapacitated person
- dealing with the Court of Protection
- funding nursing home fees
- protecting the family home
- management of complex assets
- Advising when someone dies
- applying for probate
- keeping the farm or business running
- dealing with inheritance tax
- putting the terms of the Will into effect
- protecting the security of surviving family members
- dealing with the administration of complex and/or high value estates
- All types of onshore and offshore Trusts
- reviewing existing trusts on behalf of trustees or beneficiaries
- advising on the suitability of existing trusts in the context of overall family and financial circumstances
- drafting new trusts as part of a tax planning, wealth protection or succession strategy
- administering ongoing trusts, dealing with the tax returns and providing an annual review and report to trustees
- supporting the trustees with bespoke advice as required
- Dealing with disputes - making or defending claims
- challenges to the validity of a Will
- challenges to the validity or use of a power of attorney
- disputing the distribution of assets after death
- disputing the actions of trustees or the distribution of trust assets
More information about our specialist wills service for clients with agricultural assets can be found here.
Contact: Jane Maitland