At our firm, we offer comprehensive wealth and succession planning services tailored to your unique needs. From creating wills and trusts to sophisticated tax planning and asset protection strategies, we ensure your financial legacy is preserved for future generations.
We provide detailed, personalised advice to help you navigate the complexities of succession planning. This includes drafting and reviewing wills, inheritance tax planning and ensuring your assets are distributed according to your wishes.
Our goal is to seamlessly integrate all legal and financial aspects, giving you peace of mind and allowing you to focus on what truly matters.
Partnering with us ensures your wealth and legacy are protected, offering you confidence and security. Whether planning for retirement, transferring wealth, or managing a complex estate, our experienced team is here to guide you every step of the way.
At Bolt Burdon, we deal with tax matters daily. Our goal is to ensure compliance with all your tax obligations, helping you understand them fully and avoiding the risk of future penalties and interest.
We provide advice on all tax issues directly affecting individuals, assisting with:
- Inheritance Tax
- Capital Gains Tax
- Income tax
- Stamp Duty Land Tax
If you’d like to pass your wealth to the next generations, or set up a charity, a trust could work for you.
A trust offers a way for people to pass their wealth on to others – they are a good way to control and protect family assets, avoiding the complications of estate administration, and preventing Will and probate disputes.
There are other types of ‘non-family’ trusts. These can be set up for a variety of reasons – for example, to provide a means for employers to create a pension scheme for their staff.
- To protect assets and provide future security for future generations;
- To reduce tax liability – income tax, capital gains tax and inheritance tax;
- To assist persons who are not responsible enough to deal with assets themselves, or if they have capacity issues; and
- To protect personal and family property if the beneficiaries are too young, either through a lifetime trust or when someone dies through their Will.
We advise on the creation and administration of the following:
- Bare Trust
- Discretionary Trust
- Interest in Possession Trust
- Parental Trusts for Minors
- Trusts for disabled and vulnerable beneficiaries
- Charitable Trusts
- Settlor Interested
- Declaration of Trusts in relation to the ownership of property
There are various taxes to consider when creating or administering a trust. We specialise in advising on those tax issues and prepare income tax returns for individuals, trusts and estates together with dealing with the Trusts Registration Service (TRS).
- Income Tax
- Capital Gains Tax (CGT)
- Inheritance Tax (IHT)
- SDLT (SDLT)
If you would like to discuss the above please:
