Trusts & Tax Planning

Trusts & Tax Planning Advice

At Advantage Law we have one of the leading teams in the Midlands providing advice on all aspects of Wills, Trusts & Tax Planning, Probate & Estate Administration and Mental Capacity & Court of Protection issues.

Our clients include private individuals, trustees, entrepreneurs, businessmen, professionals, landowners, farmers, charities, high net worth individuals and foreign nationals. All of our lawyers are professionally qualified and experienced in dealing with the technical and sensitive issues involved in these areas of the law.

Independent Lexcel Auditor praises our team for being ‘solid, pragmatic and dependable’, and the accreditation report stated that we’re ‘extremely technical, quick and on the ball’.

Our Wills, Trusts & Tax Planning advice includes:

  • Wills
  • Trusts
  • Inheritance Tax
  • Transferable Nil-Rate Band between Spouses & Civil Partners
  • Business Property Relief & Agricultural Property Relief
  • Estate & Succession Planning
  • Long Term Wealth & Succession Planning for Business Owners
  • Agricultural Law
  • Claims relating to Trusts, Wills & Estates
  • Advising the Elderly
  • Living Wills
  • Estates with Foreign Assets & Domicile
  • Personal Injury & Compensation Trusts
  • Trusts have a much wider application than just Inheritance tax (IHT), but they can be a useful tool.

    Simply put trusts can be a flexible and effective way of placing assets outside of your ownership, but still retaining control. They can be used by parents wishing to redirect an inheritance to provide money to assist children buying a house or for school or university fees. They can be used to provide for children or relatives who may be unable to manage an inheritance for any reason and for succession planning in family businesses, as well as with agricultural property. Trusts can be created during your lifetime or within your will.

    IHT planning can often be relatively straightforward and involve a simple tax planning process that will help you arrange your affairs to make the best use of the IHT nil rate tax band, lifetime gifts, exemptions and reliefs.

    Whatever the value of your estate our specialist lawyers will help you arrange your financial affairs in a tax efficient way to provide you with peace of mind, and give you the reassurance that during your life or following your death you and your family don’t pay any more IHT than you need to.

    To contact us and discuss how we can help you call us on +44 (0) 121 212 6590 or get in touch via our online enquiry form.

    Their performance has been very impressive. What I like most is that their advice is down to earth and practical.

    TP, Manchester

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    Advantage Law Limited t/a Advantage Law is a limited company registered in England and Wales. Company No. 7333121. Advantage Law is Authorised and Regulated by the Solicitors Regulation Authority for its Legal Services. SRA No. 565383. VAT reg. 203559621. Registered office: Catherine House, Coventry Road, Hinckley, LE10 0JT A list of Directors is available on request.
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