Latest news:

  • Premarital agreements: ten years on from Radmacher - Ten years ago, a German paper heiress had her premarital agreement (PMA) approved by the highest courts in England. This decision of the Supreme court in 2010 effectively changed the way that our family courts treat PMAs and, in turn, the way we advise our clients who are about to marry and seek  our advice [...]
  • Coronavirus and childcare: facilitating contact in the ‘rule of six’ era - On Monday 14th September 2020, the UK government introduced the ‘rule of six’ in England to limit social contact in an attempt to control the spread of the COVID-19 virus. This new rule makes it illegal for groups of more than six people to meet in any setting, either indoors or outdoors, including in family [...]
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Tax Planning Parrott & Coales, Family Solicitors in Aylesbury.

Tax Planning

Our Private Client team specialises in Income Tax, Inheritance Tax and Capital Gains Tax for individuals, trustees and executors, or administrators of a deceased’s estate. We are experts at tax planning for you and your family.

Most people are familiar with Inheritance Tax (IHT) on an estate (sometimes popularly called death duties). Inheritance Tax is normally payable on death, however in some circumstances it can also be payable in your lifetime. Contact us for more information regarding this.

Capital Gains Tax (CGT) is commonly payable when sales of capital assets result in a substantial profit. However, people are surprised to learn that CGT can also be applicable on some gifts. It can also affect Trustees and Executors.

Income Tax (IT) can become complicated where less common types of income, such as life policy gains are involved. IT can also be relevant to trusts and estates where the rules can be complex.

The team can help with Income Tax Returns for individuals, Trustees and Executors. We can also advise on safe and sensible tax planning to reduce or postpone the tax payable in some circumstances.

For more information please contact any member of our Probate team; Humphrey Marten, Jane Dwyer, Jeremy Holding.

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