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Trusts & Tax Planning

Plan now and save later.

It is no secret that death and taxes are both a sure thing and Her Majesty’s Revenue and Customs will take advantage of this if you do not take a few moments from your busy schedule to plan how to keep any foreseen tax liabilities to a minimum.

How can Pardoes help?

Pardoes can assist with the following:

  • Tax planning within your Will
  • Gifting your assets or transferring your home
  • Setting up lifetime Trusts
  • Arranging tax efficient investments via appropriate intermediaries
  • Utilising applicable reliefs from inheritance tax, capital gains tax and income tax by making claims and elections on your behalf to ensure that you do not miss out on entitlements in your agricultural/business or charitable dealings, for instance
  • Assist Trustees with decision making to allow the Trust [link] to operate for the beneficiaries in the most tax efficient manner
  • Preparing Trust Tax Returns, Tax Certificates and Inheritance tax forms

What does it cost?

Call our Tax Planning team today for initial guidance on whether you might be eligible for a saving. We can then discuss the best route for you and create a bespoke plan of action which is personalised to you.

A couple of hours worth of time could save you, or your descendants, thousands later down the line which otherwise might have lined the government’s pockets.
 

Ask Us a Question

Call us free on 0800 862 0442 to speak to one of our friendly advisors, or complete the form below and we will email you back as soon as possible.

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