Personal tax planning

With the ever increasing volume of tax legislation, and more recently the introduction of the General Anti-Abuse Rule (GAAR) it can be very difficult to know how best to structure your affairs to keep your tax bill at the lowest level allowed and to avoid HM Revenue & Customs arguing that you have achieved an ‘abusive tax result’.

Managing your exposure to tax

Our tax and estate planning team can help you manage your exposure to tax, giving you guidance on how to structure your affairs. Here are some examples of the services we offer:

  • Inheritance tax – we advise our clients on how to structure their estates to minimise the liability to inheritance tax on death. Our advice extends to include considering the structure of Wills, the setting up of trusts, the efficient use of inheritance tax reliefs and lifetime gifts.
  • Capital Gains Tax – you may have capital gains tax to pay if you dispose of an asset. This can be the case if you dispose of shares, a business interest or a property (in some cases even if that property is your main home if it is not fully covered by tax relief).
  • Property tax advice – this covers consideration of personal taxes such as income tax, inheritance tax and capital gains tax.

Our advice is often combined with the drafting of documents, such as a Will or a Trust Deed, offering you a complete service of our expertise.

Why choose Furley Page for personal tax planning

  • Furley Page is recognised by The Legal 500 and Chambers HNW 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  Chartered Tax Advisers
  • Our solicitors have extensive experience in advising generations of families.

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

Harvey Barrett

Consultant & Head of Trustee Services