Whenever you consider the best options for your estate and how you might want it passed on to your intended beneficiaries, whether now or when you die, the tax implications should always be at the forefront of your mind.

The team at Frettens, led by a dual qualified solicitor and chartered tax adviser, can advise on the best way to deal with matters in the most tax efficient way, taking into account the complexities of inheritance tax and capital gains tax and how the reliefs available to mitigate both can be best used to reduce or avoid the tax liabilities.

Options available will range from simple gift structures through to complex trusts and investment choices. We will work with your accountants and financial advisers to find the best holistic solution.

As well as advising on the planning opportunities we can also assist with income tax, capital gains tax and inheritance tax compliance requirements for individuals, personal representatives and trustees.

Click here for the inheritance tax calculator.

Book a Free Appointment

Frettens are pleased to offer a free initial consultation for all new clients. We have always offered this service because we recognise the importance for clients of deciding whether they can work with a particular solicitor and to find out more about the process and likely outcome. Our private client lawyers offer positive, down to earth advice, and we hope that this initial meeting allows you the time to see this as well.

Contact a member of our Private Client Team to arrange a free initial appointment at either our Christchurch or New Forest office, where you will be able to meet your solicitor with no obligation or charge.