Tax & Trusts

Powerful financial solutions for you and loved ones

Tax & Trust Solicitors

In the past two decades, the tax code in the UK has trebled in size. Making your way through this constantly expanding rulebook can be a daunting prospect.

That’s why you need tax & trusts solicitors who can help guide you through these complexities.

Whether you are inheritance tax planning or setting up trust funds, at Steele Raymond, our lawyers specialise in both tax law and trusts law.

We help you see the bigger picture, giving powerful solutions to you and your loved ones.

Helping you with inheritance tax planning & trust funds

Our experienced tax and trust lawyers can provide advice on:

  • taxes such as:
    • Capital Gains Tax (CGT)
    • Inheritance Tax (IHT)
    • Stamp duty (SD) and Stamp Duty Land Tax (SDLT)
    • Income Tax
    • National Insurance contributions (NICs)
  • tax reliefs such as:
    • Entrepreneurs Relief
    • Business Property Relief
    • Agricultural Relief
    • Private Residence Relief
  • trusts (onshore and offshore)
  • UK tax aspects for international clients
  • tax and trust issues arising from divorce or dissolution
  • Expertise

    There’s no substitute for hard-earned experience.

    Our responsive and caring tax and trusts lawyers can help you:

    Tax: we can help you:

    • prepare annual tax returns and trust accounts
    • understand and manage any Capital Gains Tax liabilities including Private Residence Relief
    • understand and manage any Inheritance Tax liabilities including the use of wills and onshore and offshore trusts
    • deal with any tax issues on a business sale including Entrepreneurs Relief
    • deal with any tax issues on a corporate reorganisation including Stamp Duty Land Tax
    • apply any reliefs such as Business Property Relief and Agricultural Relief
    • help you mitigate any Income Tax liabilities particularly on trusts
    • understand various cross-border tax aspects
    • prepare a will and related onshore and offshore trusts (see: Wills & Probate)

    Trusts: we can help you:

    • work out the most appropriate trusts for estate planning (e.g. for legitimate Inheritance Tax and Capital Gains Tax planning purposes)
    • draft and understand trust deeds including:
      • disabled persons’ trusts
      • personal injury trusts
    • administer established trusts
    • manage trust assets
    • understand your duties and responsibilities as a trustee
    • liaise with beneficiaries on their entitlements

Lead contact

Sue Adams

Partner
Meet the rest of the team

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What our clients say:

Ken Roberts, Bournemouth & Poole College

“I couldn’t have been more pleased with the support I received from Steele Raymond throughout the process. We’ve worked with Steele Raymond many times over the years and would have no hesitation at all in recommending their commercial property expertise”

Robert Braithwaite, Sunseeker

“I instructed the company takeover team at Steele Raymond due to their excellent reputation. The team worked tirelessly to achieve a successful completion of the sale and it was a pleasure to work with such driven, focused and talented individuals”

Peter Philips, Unicorn Training Group

“Steele Raymond’s commercial advice coupled with practical guidance has been invaluable over the years in helping us move forward and is unmatched in my experience.”

Family Client, Bournemouth

“I am really grateful that I met you two, my dream team as I always refer you to. I am sure many of your clients would feel the same way about you, your attention to detail, professionalism, sympathetic towards your clients. I would strongly recommend you, Lindsay, to other people”

Martin Stewart , Stewarts Garden Centres

“The commercial legal advice provided to us by Steele Raymond has been of huge value throughout this acquisition. The team has been by our side every step of the way, providing responsive and first-class commercial advice”

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How can we help you today?

Call us now on 01202 983999 or request a call back from one of the team.

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