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:

Chris Bryant, Subsea Vision Limited

“Thanks to the highly professional team at Steele Raymond, the takeover went very smoothly. Their help and support enabled us to enter into discussions and negotiations with the confidence that all legal aspects and requirements had been thoroughly investigated.”

Guy Tritton, Business Client

“As a barrister, I am usually very critical about other lawyers’ services but I have nothing but praise for their professionalism, courtesy, thoroughness and value for money”

Wills & Probate Client, Bournemouth

“May I take this opportunity of thanking you and all personnel at Steele Raymond for the very professional and courteous manner in which you have dealt with my cousin’s affairs”

Michelle Miller, Private Client

“You did a fantastic job! I am very impressed. This was a hard situation with several unusual details. You and your team made it happen”

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.”

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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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