We are happy to undertake a pivotal role in working with Accountants, Investment professionals and Financial Advisers to tailor-make personalised solutions for clients through carefully structured lifetime trusts and wills. We can fine-tune and preserve control where it is needed. We can also advise how best to ensure that beneficial enjoyment of assets attaches to the right people and at the right time, all the time bring fully aware of the taxation minefields that surround this area of law.
Our specialist team of solicitors and tax experts can help you with:
Partner and Head of Private Client
Partner and Deputy Head of Private Client
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Featured in Money Week, IFA Magazine, City AM and The Times, Duncan Mitchell-Innes highlights dramatic increase in “gifts out of surplus income”.
Featured in MoneyWeek, Gillian Dunlea highlights that while lifetime gifting can reduce inheritance tax, HMRC may still treat assets as part of the estate if the gift isn’t deemed genuine.
Featured in The Telegraph, Yahoo Finance and IFA Magazine, Duncan Mitchell-Innes warns that as tax-efficient options to pass on wealth narrow, families are increasingly relying on the remaining inheritance tax reliefs.
Featured in Daily Mail, MSN and This is Money, Duncan Mitchell-Innes warns that simple inheritance tax mistakes can lead to costly consequences without proper legal guidance.
Laura Walkley, featured in FT Adviser, Money Week and Proactive Investors, warns that penalties for tax avoidance and evasion can be severe, stressing the importance of accurate IHT calculations and professional advice.
David Lunn, featured in IFA magazine, warns that digital Wills may increase fraud risks, especially for vulnerable people, and stresses the need for strong safeguards.
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Thank you for contacting TWM Solicitors, your completed form has been sent successfully. If this is an enquiry we are able to assist with, one of our team will be in contact with you as soon as possible. Please note, this may not be until the next working day, and during business hours. If you require urgent assistance, please call: 0330 555 0440.
