Estates, succession planning and tax solicitors

Our specialist tax solicitors know that retaining wealth and providing for your family is a key concern. Blake Morgan’s estate planning and international tax solicitors can help ensure your assets are structured to grow whilst making use of valuable reliefs such as Business Property Relief, Agricultural Property Relief and Entrepreneurs’ Relief, to minimise the payment of Inheritance Tax, Capital Gains and Income Tax payable during your lifetime or on your death. Our Estate Planning team work closely with our Corporate Tax team when advising business owners on the best tax-efficient way to pass their business assets to future generations.

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Main Areas Of Practice


Our Tax solicitors understand the tax planning challenges faced by individuals whether it relates to their business, family, investments, trusts and estates.

Inheritance tax

Timely advice can save substantial amounts of Inheritance Tax. Our Tax solicitors offer a range of services from a simple 'health-check', such as advice on whether your estate will be subject to Inheritance Tax on your death, to sophisticated tax planning arrangements set up during your lifetime for optimal Inheritance Tax planning.

Lifetime tax exemptions

Our Estate, Succession Planning and Tax solicitors can advise you on the lifetime exemptions available to provide Inheritance Tax savings, such as annual exemptions, small gifts exemption, gifts on marriage and gifts made from disposable income.

Capital gains tax planning

Whether you are selling a second home, your business, shares, digital assets, Intellectual Property rights or other assets, our experts can help you to minimise or eliminate the payment of Capital Gains Tax arising on the disposal of these assets at a profit.

Pre-owned asset income tax charge (POAT)

Individuals (usually parents) who give away or gift certain assets (usually land or property) to their children but continue to enjoy use of it are unaware that an annual POAT may arise on the gift. Our expert Tax solicitors can find suitable options to avoid paying POAT.

Tax structures

Our expert Tax solicitors can create trusts as a structure to maintain family wealth and mitigate tax. For our personal injury clients we work closely with our Blake Morgan Injury team to advise on the implications of setting up a personal injury trust or disabled person's trust.

Investment properties

Our experts can help protect investment properties whether that is held personally, in a family investment company or in a trust. Our Tax solicitors can advise on the right structure for you whilst taking into account taxes such as SDLT, the annual tax on enveloped dwellings and Capital Gains Tax.

Non-UK domiciled and Non-UK residents

Our team has substantial off-shore tax and succession experience. Our Tax solicitors can help those that are planning to move or invest in the UK, or are planning to leave the UK with any related tax planning, ongoing tax compliance or reporting obligations.

US tax

If you are a US citizen living in the UK or you are planning to move here, our experts can work with your US tax advisors to assess your UK and US tax liabilities and plan for any tax and succession issues arising.

Personal tax investigations

As a full service firm, our experts work closely with other professionals and accountants to provide practical advice to an individual who is subject to a personal tax investigation.

Our Clients


Our expert Tax solicitors help individual clients with navigating tax challenges and identifying opportunities on a range of business, family, investments, trusts and estates matters.

Highlights


Our Tax solicitors were asked by a client to conduct lifetime estate planning and to attend to their Will drafting. The client has complex, high-value affairs, with a farm (eligible for agricultural property relief), a development property, shareholdings, as well as a property and bank accounts overseas. 


Our client undertook tax and estate planning following the sale of his company. Comprehensive advice was provided by our Tax solicitors on the benefits of using a flexible discretionary trust with a supporting letter of wishes. He owns several rental properties and wanted to protect his wealth for his children whilst also providing for his partner.


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Our Experts


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Spash
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London

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Davies
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Oxford

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