Estates and Trusts
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 Law Society's Probate Section and the
Society of Trust and Estate Practitioners (STEP).
Contact us:
Please call York 01904 716000 or Wetherby 01937 583210. If you
prefer, you can e-mail us or
request that we contact you by completing our online contact
form. Both our York and Wetherby offices are centrally located
and offer private parking and an accessible, welcoming
environment.
