We are able to boast the expertise of Beverley Jones who is one of a small number of full members of STEP (Society of Trust and Estate Practitioners). Beverley specialises in advising clients with high value estates in order to reduce and minimise any potential tax liability. As well as tax advice Beverley is able to give estate planning advice.
For farming clients it is often important to ensure that Agricultural Property Relief and Business Property Relief can be claimed on their death. Beverely can consider how matters are set up now and provide advice as to any areas of concern and what can be done to improve matters. Beverley can also assist Executors /Administrators in claiming such reliefs on the death of the farmer.
It can also be the case that the best option for a client will not necessarily be Will or Trust based and we can also give advice on and assist with the making of lifetime gifts, for example a gift of a property to a child. In such circumstances it is important to consider the implications of making gifts and we are able to provide a client with the options available to them and the implications involved. We will work with Accountants in providing the correct tax advice in relation to gifts of your property.
Please do not hesitate to telephone us for an informal discussion on 01792 773 773 or contact us using our online form today.