Tax Planning Solicitors

Trethowans’ Private Client team has a breadth of expertise when it comes to tax and unlike many other law firms, has their own in-house chartered accountant. We can help you by advising you on personal and trust taxes.

Inheritance Tax Mitigation

Trethowans’ tax planning solicitors can advise you on all aspects of inheritance tax. This includes lifetime planning by making the most of your exemptions and planning for your wealth to be passed on in a tax-efficient way, whether it be through lifetime gifts, creating trusts or tax-efficient Wills.

We can also consider post-death variations of estates to efficiently pass assets on to the next generation. Members of the team regularly claim agricultural property relief and business property relief for estates and trusts and we can negotiate on your behalf with HMRC regarding these claims.

To discuss inheritance tax planning with an experienced private client solicitor, call Trethowans today on 0800 2800 421. We have offices located across the South in Poole, Bournemouth, Salisbury, Southampton, Winchester & London for your convenience.

Capital Gains Tax and Income Tax

We can review your circumstances to ensure you are utilising all exemptions and allowances available to you. Our solicitors consider ways in which you can structure your assets or transactions to reduce your tax liabilities.

This could include transferring a rental property into the name of the spouse who pays income tax at a lower rate, transferring assets into joint names to use two capital gains tax allowances instead of one, or assenting properties from executors to beneficiaries prior to sale, to use the beneficiaries’ allowances as well as the estate’s.

Call our tax planning experts on 0800 2800 421 to discuss your requirements in further detail.

Tax Calculations

We can calculate potential tax liabilities be it income tax, capital gains tax or inheritance tax. Our work also includes checking that tax calculations provided to HMRC on your behalf are correct. Our tax calculation services are efficient and reliable, helping you to identify areas for tax effective mitigation. Call our team to discuss a review of your current liabilities.

Tax Forms

We can help you navigate different HMRC tax forms and act as your agent to complete them on your behalf. These can include your own personal tax return, a trust tax return or an inheritance tax return for the estate of a loved one who has died.

As a team, we understand that every individual is different; we work not only with the client but also with other specialist advisers such as accountants or financial advisers to find the best solution for each client.

As well as being able to provide expert tax advice, our tax planning solicitors pride themselves on looking after the individual and remembering that whilst tax is an important consideration, the client’s other circumstances are important and need to be balanced with tax savings.

To discuss your tax planning requirements with one of our experienced solicitors, call us today on 0800 2800 421. We will help ensure that you are able to make the most of your assets and wealth for generations to come.

Meet the team

James Hammersley

Partner

Mihiri Gajraj

Partner

Chris Pemberton

Partner

Richard Dollimore

Partner

Gary Pick

Partner

Rupert Thompson

Senior Associate

Claire Radigois

Senior Associate

Holly Algar

Associate

Derek Bryer

Associate

Arcadius Gregory

Solicitor

Jenny Shucksmith

Chartered Legal Executive

Paula Arnold

Trusts and Tax Practitioner

Karen Dalton

Tax Assistant

Helen Glatter

Chartered Accountant

Philip Savage

Paralegal