Tax Planning

Paying inheritance tax is no longer something that only the rich need to worry about. Many people living in the south now have an estate valued above the threshold for tax, and the limit changes every April.

With a little careful planning and a well-drafted will, you can arrange your finances to ensure that your loved ones benefit, rather than the taxman.

It is crucial to plan what will happen to the pennies that you have saved and earned. Our team can advise on saving, investing and wealth protection.

We can help you with:

Contact us if you would like a free initial appointment to discuss any of these issues.

Tax Planning in Bournemouth, Poole, Christchurch and the New Forest

We have offices in Christchurch. Our Tax Planning Team also covers Bournemouth, Poole and the New Forest, with the majority of our clients located in the Bournemouth and Poole area.

If you live in Bournemouth or Poole:

Please do not be put off by our location and please do not hesitate to contact us. Our tax planning lawyers will be very happy to speak with you.

Prompt, very friendly and helpful. You made the process easy for me to understand with clear information and good instruction.