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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 - why not try using our simple online Inheritance Tax and Transferable Nil Rate Band calculators. 

For further information on Inheritance Tax see our client information sheets.                               

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 information sheets.

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.

Steve Carter, associate in our Southampton and Portsmouth offices, on 023 8085 7282 / 023 9228 2775 or at steve.carter@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.