Wills, Estate Planning and Tax
Michelmores has one of the strongest private client practices in the South West benefiting from a history and tradition dating back over a century combined with a modern and proactive approach to providing practical and cost-effective solutions for our clients. Our aim is to provide a fast, efficient, competitive and friendly service to private clients in all aspects of their legal requirements.
Tax Planning & Wealth Protection
No one wants to see their assets built up over a lifetime's work disappear in taxes when there are perfectly acceptable means of protecting this wealth.Michelmores has been providing advice to individuals for over 100 years and has a wealth of experience and expertise in successfully acting in the best interests of our clients.
Inheritance Tax and Planning for Retirement
The right professional advice will:
- Safeguard family and business assets
- Provide strategic estate planning including detailed knowledge of the exemptions, reliefs and tax planning schemes available to enhance your savings and assets
- Help to minimise tax liabilities on the death of a spouse
- Guide you through the complexities of succession planning and the transfer of business assets between the generations including Inheritance Tax, Stamp Duty and Capital Gains Tax mitigation
Income Tax Returns
Michelmores specialises in advising on tax issues for high net worth individuals and we prepare income tax returns for individuals, trusts and estate.
Remember - tax regimes, property law and family circumstances all change regularly, so a regular review of your affairs is strongly advisable.
