Estate Planning, Trusts and Tax

We provide expert guidance upon estate planning, Trusts as well as clear and coherent tax advice. We can help you plan in most tax efficient way by advising you on the options available to preserve your wealth for future generations.

We can help you reduce your exposure to tax and minimise the amount of tax you pay in all aspects of your life. We achieve this in a variety of ways, through the use of Trusts, structuring investments, looking at tax after divorce and reducing taxes payable on death.

Our expert team have developed a close relationship with our clients and we have acted for generations of families over many years, becoming recognised as trusted family advisers.

Structuring estates and tax compliance

The constant evolution of tax law makes it difficult for taxpayers to keep up with the rules to ensure compliance and the best structure of their estates.

The most common ways in which we help clients with estate planning, trusts and tax advice is:

  • Setting up a trust, during lifetime or on death, to save tax and to provide a protective ‘wrapper’ around the assets. to manage them in the best interests of the intended beneficiaries.
  • Advice on making gifts during your lifetime to minimise inheritance tax liability on your death.
  • Creation of ‘pilot trusts’ to receive funds from pension and life cover policies, to save inheritance tax for the family.
  • Advice on the use of trusts to maximise on business property relief for inheritance tax on business assets.
  • Tax advice on investing in property and capital gains tax planning advice prior to a gift, or sale of a property, which is not the owner’s only or main residence.
  • Advising on the benefits of making a Deed of Variation to redirect inheritance to another beneficiary, or to a Trust.
  • Creation of Trusts to receive damages following a personal injury.
  • Tax compliance, with the submission of tax returns to HMRC.

Why choose Furley Page for estate planning

  • Furley Page is recognised by The Legal 500 for our expertise in estate planning, Trust and tax advice.
  • Many of our team are members of the Society of Trust and Estate Practitioners (STEP) which is the leading worldwide professional body for practitioners in the fields of estates and trusts.
  • We have two members of the team who are Chartered Tax Advisers.
  • Our solicitors have many years experience in advising generations of families.

Estate Planning, Trusts and Tax services

How can we help you

Call us on

0333 331 9877

Email your enquiryEmail your enquiry

Key Contacts

Aaron Spencer

Partner & Head of Private Client

Chambers HNW 2017 Leading Firm
The Legal 500 2019