Tax planning and trusts

“Very satisfied with the way that Alison dealt with the preparation of our latest Wills. ”

Mr & Mrs Y 2016

“They speak in plain English not legal jargon and they don't take a long time to get back.”

Chambers UK A Client's Guide to the Legal Profession 2015

Our specialist Tax Planning and Trusts team comprises specialist lawyers and trust administrators who advise on all aspects of trust and personal tax law.

The team has wide ranging experience and are drawn from a variety of City and regional law firms. They have substantial domestic and offshore experience and work closely with the firm’s other teams.

Tax planning

Our team is able to advise on the following:

  • Tax planning - advice on how to avoid, postpone and/or reduce it
  • UK and offshore tax advice
  • Inheritance, Income and Capital Gains Tax advice
  • Inheritance Tax returns 

For further information on Inheritance Tax see our client guides on the right of this page.                               

Trust creation

We can:

  • Help with tax planning
  • Protect assets from creditors
  • Provide flexibility
  • Help beneficiaries who are too young, too infirm or disabled
  • Protect means-tested state benefits.

Trust management

A poorly managed trust can be worse than no trust at all. We can help new and existing trustees deal with trust administration:

  • Advise trustees about their powers and duties including the Trustee Act 2000
  • Help trustees choose and check the performance of an investment adviser
  • Prepare annual trust accounts
  • Advise about taxes
  • Prepare annual tax return
  • Calculate and pay tax bills
  • Liaise with beneficiaries and other advisers to ensure trust fulfils its purpose
  • Prepare all relevant deeds and resolutions so income and capital are managed properly
  • Advise about and implement appointment and retirement of trustees

For further information on tax and trusts see our client guides at the top right of the page.

“Blake Morgan LLP’s group ‘addresses challenges creatively’, providing ‘personal, efficient and prompt’ advice. ”

The Legal 500 UK 2015

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