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This area covers personal taxation and financial matters affecting individuals, including income tax, capital gains tax, inheritance tax, trusts, pensions, and estate planning. A solicitor in this field drafts or reviews wills and lifetime trusts, negotiates and prepares tax-efficient property transfers, registers and administers estates, helps with self‑assessment and HMRC enquiries, and represents clients in disputes or investigations with HM Revenue & Customs. Practical work often follows changes in tax law and thresholds, affecting planning and compliance decisions. They liaise with accountants and advisers to secure timely, compliant outcomes.
