This area covers how individuals and families manage personal wealth for tax efficiency, retirement planning, and legacy protection, including private client tax matters, trusts, estates, and executive compensation. A solicitor in this field drafts and reviews wills and trust deeds, advises on inheritance tax planning, registers and administers executries, and structures compensation packages for executives. They also navigate the interaction between tax law and family or corporate affairs.
What a solicitor handles in these matters
The work involves interpreting provisions on income tax, capital gains tax, inheritance tax, and the taxation of trusts and estates, as well as drafting and reviewing wills, trust documents and executry papers. It includes advising on employee share schemes, pensions, and executive compensation arrangements, liaising with HMRC, Court of Protection, and probate and trust services, and handling matters through the appropriate tribunals or courts when disputes arise.
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Leads the Tax, Private Client Services, and Executive Compensation team
Scott Vanes TEP
Founder of Scott Vanes Private Client & Consultant Solicitor with Setfords
Works with Anna PearsonFreeland and 4 more
