Davies Arnold Cooper

If you run your own company, tax planning needs to be incorporated in your will and consideration needs to be given to special reliefs that apply to private company shares.



If you have children or dependants you will want to provide for them both financially and to ensure the appointment of guardians. If you are an unmarried couple you will want to protect against intestacy rules which may well mean your estate passing to a distant relative. If you are elderly you will want to protect capital from inheritance tax and safeguard assets passing to your children.



Our Tax, Trust & Probate team provides practical and proactive advice for individuals in:



    * The preparation of wills

    * Capital tax planning (inheritance tax and capital gains tax)

    * The creation, management and administration of private and charitable trusts

    * Applications for probate and the administration of estates

    * Applications for and administration of non-UK estates

    * The preparation of powers of attorney including Enduring Powers of Attorney and Court of Protection expertise including applications for the appointment of Receivers and the adminstration associated with those Receiverships.



Capital taxes (inheritance tax and capital gains tax) are no longer a concern for just high net worth individuals and more people now fall into the top tax brackets. We advise and assist on a wide range of tax planning that could save you and your family significant tax bills.



Our team also advises on the creation of lifetime trusts for both UK and non-UK residents for tax planning purposes. We also administer trusts on a day-to-day basis, including reviewing investment strategy, making distributions to beneficiaries and preparing trust accounts.

Telephone:
020 7936 2222

Fax:
020 7936 2020

Website Address:
www.dac.co.uk