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Tax structuring covers planning and arranging personal finances to manage income tax, capital gains tax, inheritance tax and related duties within the law. A solicitor in this area helps you design and implement ways to receive and hold money, investments and gifts in a tax-efficient way, drafts or reviews wills and trusts, sets up lifetime settlements, and coordinates with accountants and HM Revenue & Customs. The aim is to protect your wealth while complying with the rules that govern how taxes apply to individuals.
The consequences of poor planning can include higher tax bills, unexpected charges or penalties, and restricted opportunities to pass wealth to successors. A solicitor’s involvement ensures correct use of reliefs, timely registrations, and proper structuring of trusts, settlements and gifts, with attention to deadlines and regulatory requirements to preserve your position and avoid loss of reliefs.
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We have found a review that matches your query
Tagged solicitor Matthew Boardman
Churchgates were recommended to me as specialists on property tax last year. We consulted Matthew on stamp duty matter, and with his guidance we were able to avoid paying SD when incorporating our property partnership. Not only was he very knowledgeable, he was fast and efficient and a pleasure to deal with. Recently we had an unexpected issue with a BADR tax matter and only had 2 days to resolve it. It was extremely complex and needed an great deal of research. Matthew passed me on to his colleague Kristina, as a specialist in BADR. Even though she had a large workload, she found time to deal with the matter in 2 days, sending a detailed report with the conclusion and recommendation and saved the day for us. I've used many different solicitors and financial planners over the years, most of whom I found lacking. I will be using Churchgates for all our future financial and legal services and have no hesitation in recommending them, they are the best I have ever worked with.
Review left by Tim Lane
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Tagged solicitors Jessica Newton and Philip Porter
I could not describe enough in words how amazing and professional Jessica and Phil from Fiona Bruce are. From the point I engaged their services they helped me navigate complex legal processes (including transfer of equity that included Help-to-Buy) and explained to me every step of the way what would happened and what needed to be done. Even at points were I seemed hysterical, Jessica and Phil were there and responded efficiently (email and phone calls) to my (sometimes endless) inquiries. To anyone who needs solicitors - family and conveyancing, I could not recommend them enough!!!. Thank you Phil and Jessica, I would not be where I am now without you. Thank you!!.
Review left by Dr.