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Strategic holistic planning to minimise exposure to personal taxes –
(income tax, capital gains tax, inheritance tax)
Annual individual personal tax returns and repayment claims
Wills and trust advice and drafting
Gifting strategies, advice and planning
Lasting Powers of Attorney
Probate, estates and variations


Annual Trust tax compliance and communicating with HMRC
Trust reporting and accounting
Trustee services (including communicating with beneficiaries, advising on land purchases and protection from divorce)


Company share valuations and availability of business and agricultural reliefs