Estate and Trust Planning
Reduce your tax burden and make sure your assets go where you want them to go. With recent changes in tax legislation, it is more important than ever to make sure that you are aware of your liabilities and know your options.
With the right planning, not only can our team help you protect your loved ones and avoid unnecessary Inheritance Tax, we can even help protect you against the cost of Revenue investigation.
Taxation areas covered include:
- Inheritance Tax reduction strategies and planning
- Income Tax
- Capital Gains Tax
- Estate Administration, including your responsibilities as an Executor
We are members of the Society of Trust and Estate Practitioners. We also offer estimates of costs for the administration of estates.
Contact us
If you require advice in relation to any area of Estate and Inheritance Planning please call York 01904 716000 or Wetherby 01937 583210. If you prefer, you can e-mail us. The first half hour of the initial consultation is free of charge.
Both our York and Wetherby offices are centrally located and offer private parking and an accessible, welcoming environment.
To view the members of our Estate & Trust Planning team please click here.