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
  • UK and offshore tax advice
  • Capital Gains Tax advice
  • Inheritance Tax returns - why not try using our simple online Inheritance Tax and Transferable Nil Rate Band calculators.                                 

trusts

We are also able to provide trust administration services covering:

  • trust set up
  • winding up of trusts
  • trust accounts
  • arranging investment of assets
  • change of trustees
  • adhoc advice as required
  • book keeping
  • insurance
  • maintaining bank accounts
  • arranging distributions
  • payment of trust expenses
  • preparation of documents such as minutes and legislative deeds of apppointment.

For further information or to talk to someone about a specific matter, please contact a team member in the office nearest you:

Rachel Brooks, partner and head of Private Client Services group in our Portsmouth office, on 023 9228 2714 or at rachel.brooks@bllaw.co.uk.

James Antoniou, partner in our Oxford office, on 01865 254286 or at james.antoniou@bllaw.co.uk.

Fiona Fox, solicitor in our Southampton and Portsmouth offices, on 023 8085 7282 / 023 9228 2748 or at fiona.fox@bllaw.co.uk.

Douglas Smith, partner in our London office, on 020 7814 5438 or at douglas.smith@bllaw.co.uk.

Alternatively, email our general enquiries helpdesk on privateclientinfo@bllaw.co.uk.