Estate Planning & Tax Solicitors

Our Estate Planning & Tax solicitors work with high-net-worth individuals, business owners and international families with complex estate planning and tax advisory needs. We combine expert estate planning and bespoke tax advice with a deep understanding of your circumstances.

With a commitment to excellence, Steele Raymond is your partner in safeguarding your legacy and ensuring financial prosperity for future generations.

Our services

At Steele Raymond, our estate planning and tax solicitors are adept at weaving together complex family dynamics, high-value assets and international circumstances to create unique solutions based on your personal and financial goals.

Individuals

We act as long-term advisors for individuals and families. Our expert estate planning solicitors are on hand to ensure your assets are managed and protected with foresight and precision. We regularly work on cases such as:

• Estate planning and estate administration, including complex scenarios involving companies, cross-border assets and trusts
• Setting up family resident companies or traditional trusts, depending on the circumstances
• Unwinding home loan schemes and missold trusts
• Cross-border tax planning and Inheritance Tax (IHT) planning
• Tax domicile and residence planning for trusts and companies
• Tax, trust and estate planning matters relating to divorce or dissolution

Corporate

Our Estate Planning & Tax specialists guide businesses through critical transitions to help every business manoeuvre be tax-efficient and legally sound. Some of the matters we handle include:

• Advising owners and business executives on the tax aspects of mergers, de-mergers and company restructures
• Helping with the establishment and management of employer ownership trusts
• Setup and management of family offices for wealth preservation and succession planning
• Comprehensive counsel on taxation impacting corporate entities, including Stamp Duty Land Tax (SDLT), VAT, Corporation Tax and Capital Gains Tax (CGT)
• Advising business owners on relevant reliefs, including Business Asset Disposal Relief, Business Property Relief and Agricultural Relief for maximum tax efficiency
• Applying for EIS or SEIS status on the issue of share capital

International

For clients with international interests, we offer bespoke solutions catering to the complexities of managing assets across different countries. 

Our international tax advisors are skilled in repatriation planning and advising new UK residents on trusts and remittance basis charges, particularly on US/UK tax advice.

We navigate the intricacies of international tax laws and estate planning to protect your global assets and ensure compliance with cross-border regulations.

We work with lawyers in other jurisdictions to ensure that your estate plan works from a global perspective, providing bespoke advice on private international law and the impact of national laws and double tax treaties.

Compliance

An overlooked yet crucial part of estate planning and taxation, compliance is another string to our bow. Our specialists can help prepare and file tax returns, trust accounts and CGT returns for individuals and corporate entities.

Our approach ensures that your financial affairs fully comply with the latest regulations, giving you peace of mind and freeing you to focus on the rest of your business.