Contact Fraser Dawbarns

Tax Planning at Fraser Dawbarns LLP

No one likes to think of having to pay inheritance tax on death.

 

However Revenue and Customs regard this as the ideal opportunity to extract tax from us. We are able to help with advice on drawing up your Will in the most tax efficient manner as well as steps that can be taken during your lifetime to minimise tax on death. These include;-

 

  • Making lifetime gifts of capital;
  • Use of trusts created during your lifetime;
  • Will drafting to minimise inheritance tax;
  • Use of the transferable nil rate band for inheritance tax;
  • Advice on capital gains tax and inheritance tax generally

 

If you would like help with wealth planning or tax advice then please do not hesitate to contact us to discuss how we might assist you

 

Legal 500

What The Legal 500 say

The Probate department are recognised for their quality of work in the Legal 500.

 

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If you have a query about wills or probate work, please contact one of our expert team:

 

Tony Barratt

Tony Barratt
Head of Private Client

DDI: 01553 666618
E-Mail Tony Barratt
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