For individuals and families, tax is rarely just one tax. Inheritance tax, capital gains, stamp duty and income tax all interact, and a decision that helps with one can affect another. We look at the whole position, not one piece of it, and explain the choices clearly.

Inheritance tax and estate planning are covered in more detail on our Inheritance Tax and Estate Planning page, and we work hand in hand with our private wealth team on wills and trusts. If you would like to understand your position, we are happy to talk it through.

We advise on:

Capital gains tax planning and mitigation

The tax side of trusts – how inheritance tax, capital gains and income tax apply, trust tax returns, and appointments out of a trust

Stamp duty land tax, including on second and additional properties and larger transactions

The tax on passing wealth to the next generation

Income tax as it affects personal and family wealth

Capital gains tax planning and mitigation

The tax side of trusts – how inheritance tax, capital gains and income tax apply, trust tax returns, and appointments out of a trust

Stamp duty land tax, including on second and additional properties and larger transactions

The tax on passing wealth to the next generation

Income tax as it affects personal and family wealth

Every tax decision has a knock-on effect. We look out for it.

Personal Tax

We advise on:

Ingrid McCleave