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Ashby de la Zouch

01530 412 167

Tamworth

01827 58391

Tax and Trusts

 

You’ve worked hard for your money, so it makes sense to protect your wealth with efficient tax planning. The Tax & Trusts team at Fishers Solicitors have extensive experience of managing taxation affairs for high net worth clients, helping to legally minimise personal tax liability.


We can find the best methods of securing your assets and minimising any Capital Gains Tax, Inheritance Tax or Income Tax liabilities, in a cost effective, efficient and ethical manner. All of our methods comply with UK law, meaning you can protect your assets safely and securely with no potential for negative legal consequences.

 

Get in touch with our expert trusts and tax solicitors in Tamworth and Ashby de la Zouch

 

Whether you are looking to protect your assets during your lifetime, or ensure that your loved ones get the maximum benefit from your estate after you are gone, we can help you effectively plan your finances.

 

Contact one of our expert tax planning and trusts solicitors today by calling your nearest Fishers Solicitors office or completing our enquiry form for a swift response.

 

We always tailor our know-how to your particular circumstances, ensuring that you get detailed personal advice, and we can guide you on the most suitable solutions to manage what are often complicated and sophisticated tax affairs.

 

We aim to make protecting your assets as straightforward as possible, so will discuss your options with you in plain English, allowing you to have complete confidence about the choices you make. Our team will communicate with you regularly throughout the process, ensuring you are always kept up-to-date.

 

For expert advice and support with tax planning and trusts, contact our tax and trusts solicitors in Tamworth or Ashby de la Zouch today.

 

Our tax planning and trusts services in Tamworth and Ashby de la Zouch

Our tax and trusts solicitors in Tamworth and Ashby de la Zouch offer a full range of services for tax planning, trust creation and trust management, allowing you to protect your assets from a variety of potential issues.

 

Our services include:

  • Inheritance tax planning
  • Income tax planning
  • Capital Gains tax advice
  • Preparing tax returns
  • Trust creation
  • Trust management
  • Appointing and liaising with trustees
  • Helping clients who have Dementia 

 

Tax planning advice

We can advise you on all of the available options to legally and ethically reduce your tax liability, including for income tax, capital gains tax and inheritance tax. This includes helping you avoid, postpone or minimise different types of tax liabilities.

 

We can advise you on both UK and offshore tax planning, allowing you to make the best choices for your personal financial affairs. Our advice can help with both short-term and long-term tax planning so you can cut your tax liability immediately as well as putting in place measures to protect your assets for the future.

 

Using trusts to protect your assets

Trusts can act as tax-efficient vehicles for transferring assets to future generations and controlling the method in which money is distributed. They can provide an ideal solution in situations where benefactors are too young to manage their own financial affairs.

 

As well as containing cash, a trust can also comprise property and many other types of investments, so it’s an extremely flexible tool and can be customised to suit your needs. Furthermore, trusts can be effectively used to protect your assets in the case of difficulties such as insolvency and matrimonial claims.

 

Why choose Fishers Solicitors for tax planning and trusts?

Our tax planning and trusts solicitors offer a comprehensive legal service with a personal touch. Our many years of experience give us a deep understanding of all areas of tax planning and trusts, allowing us to provide tailored advice to support your specific requirements.

 

Many of our clients are older people and we appreciate the additional consideration and support some older people and their families need. We aim to treat older clients, their families and representatives with kindness, dignity and respect at all times while being sympathetic and sensitive to any issues you may have. For more information please see our Older and Vulnerable Client Care Procedures.

 

Fishers Solicitors is regulated by the Solicitors Regulation Authority (SRA) meaning we are regularly assessed to ensure we continue to maintain our high standards and that you can have complete confidence in our legal services.

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HOW WE CAN HELP YOU?

 

Whatever your needs, assets or personal situation, we will listen to you and provide friendly and practical advice. Understanding your circumstances is the most important thing, so if you prefer to meet in person, by video link or something else - no matter where you are, we’re here to drive the change you need, or solve the problems you have.

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Why Fishers?

 

We are experts at what we do, with knowledge, insight and action you can trust. We listen and take the time to understand you, your circumstances and needs. It's more than experience and skill, our team bring passion. We offer recommendations that bring the complex down to earth.

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