It is important that you take steps to manage your assets effectively, to ensure you or your family does not pay too much tax and that your assets benefit the right people. This is particularly important if you have assets in other countries.
Depending upon the complexity of a particular client's affairs, we may need to call upon and combine our expertise in areas such as Will drafting, varying an inheritance, Lasting Powers of Attorney (LPAs), trust creation/administration, and inheritance tax and capital gains tax mitigation.
Estate planning is an exercise which requires both expert legal skills and a close knowledge of the client's family and business arrangements. For this reason, we take the time to get to know our clients, to understand the issues that matter to them and to work closely with them in planning for their and their family's futures.
If you would like to know more about our tax planning services, please contact Claire Carberry by emailing claire.carberry@dmhstallard.com or by calling her on 01293 585610, or speak to your usual contact in the Private Client Team.
Alternatively, please speak with Charmaine Wilson by emailing charmaine.wilson@dmhstallard.com or by calling her on 01293 605000.
