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WORKING TOGETHER, PLANNING FOR THE FUTURE

Estate and Inheritance Tax Planning

Planning ahead to protect the financial health of assets as they are passed from generation to generation or given away in acts of philanthropy is vital. This is particularly so when income and capital span jurisdictions and tax systems.

There are many factors which, if not addressed by effective tax planning, can seriously affect an estate, incurring unpleasant tax surprises for the beneficiaries.

Experts in US and UK tax, Frank Hirth will advise you on your current tax positions and planning around income and capital gains taxes. We will also provide a suite of specialist advisory services around US estate tax and UK inheritance tax planning.

Planning could include lifetime gift strategies, as well as transfers upon death. Flexibility is also vital to accommodate future changes to tax rules, and we make sure that planning strategies and solutions are able to adapt to uncertainties and potential changes in circumstances.

Always putting the client’s needs at the centre of what we do, we will work with your legal advisers to develop effective, robust solutions tailored to your specific requirements.

Key Contact

David Foster

David Foster

Private Client Associate Director

T: +44 (0) 20 7833 3500
Email David
Office: London

Estate and Inheritance Tax Planning