Personal tax planning

With the volume of tax legislation and the introduction of the General Anti-Abuse Rule (GAAR), it can be difficult to know how best to structure your affairs to keep your tax bill at a minimum 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. Our services include:

  • Inheritance tax – we advise our clients on how to structure their estates to minimise inheritance tax on death. Our advice includes 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.
  • 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

Our solicitors have years of experience in advising generations of families on how to secure their wealth for the future.

We are recognised by The Legal 500 for our expertise in estate planning, trust and tax advice.  Aaron Spencer, Head of team, is also recognised by Chambers HNW for his legal knowledge.  Members of the team belong to the Society of Trust and Estate Practitioners (STEP), a worldwide professional body for practitioners in estates and trusts advice.

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