Capital Gains Tax (CGT) Holdover Relief and Trusts
We have experience with dealing with vulnerable clients and those acting on behalf of others. This relationship overlaps the disciplines of law, tax and financial planning.
To ensure your concerns regarding your financial future are put to ease, we have the technical skills to quantify your financial goals for the future.
You may have appointed a trustee or professional deputy to assist you in making financial decisions. Working together, we will provide support and advice so that all of your financial needs are met. We provide financial modelling that look at a range of scenarios and will help you plan to provide the required income for care and expenditure when it is required. Our modelling uses different assumptions which can be key in deciding how to plan capital that you are responsible for.
Much of our work is dealing with vulnerable individuals.
What is vulnerability?
A vulnerable person could be considered to be anyone who by virtue of their health, age or circumstances may be less able than others to:
There is a huge amount of crossover with tax and financial planning advice and we believe that clients benefit from the comprehensive, professional advice where both our tax and financial planning teams are working together.
We are members of the Family Resolution panel made up of accountants, family lawyers and other professionals committed to the constructive resolution of family disputes
Retirement Planning, Court of Protection, Expert Witness, Divorce, Family & Pensions, Estate Planning
We offer you a truly joined-up service, with both our financial planning team and private client tax team working together to give you the best possible advice
4 Offices, London, St Albans, Rickmansworth and Milton Keynes