PartnerView Delia's profile
You have achieved a lot in life. But your greatest legacy could be what you achieve for others. We can help you plan for the future, making sure your loved ones are your intended beneficiary – not the taxman.
None of us knows what is around the corner. That is why considered intelligent Inheritance Tax and Estate Planning now, will give you peace of mind that whatever happens, everything is in place for the future.
Protect your wealth
Our Inheritance Tax specialists have amassed years of experience in this area. They know all the best routes and techniques to protect your wealth and minimise your tax liability.
That means they are well-placed to offer advice – showing you the steps you can take now, while balancing your current and future needs. They will also work alongside your other professional advisors to ensure your IHT strategy aligns with the rest of your plans and is understood by all.
Thinking about IHT is one thing. Thinking about your entire estate is another entity altogether. Our Estate Planning specialists can help you explore all options. From mitigating IHT by utilising lifetime gifts, both outright or via a Trust, or helping you write or update your Will. And where IHT is unavoidable, help you plan for how it is paid, to ensure your estate is resolved quickly and efficiently.
You will probably select a family member to act as an executor for your Will. We believe it is good to have professional support in place to help lead the way.
We are here to guide, advise and provide reassurance for your other executors. Something many are grateful for at such a difficult time. We can also act as trustees if you would like us to.
PartnerView Delia's profile
AssociateView Jane's profile
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Contact us for expert advice on IHT and estate planning
Delia has been advising private clients and businesses for over 30 years on a wide range of taxation issues. As a Chartered Accountant and Chartered Tax Advisor Delia provides inclusive personal and business tax advice that helps clients plan for the future.
When advising business owners on their strategy, financial affairs and tax matters Delia treats the business as part of the owner’s overall financial picture. Clients have the reassurance of knowing that their tax planning is in capable hands and that they receive thought out advice that is specific to them; integrating every aspect of their lives.
Delia provides a wide range of personal tax advisory services to ensure that they pay no more tax than they need to, whilst helping protect and pass on their wealth to the next generation. Trusts are often useful for passing on family wealth whilst staying in control, but they are very complex vehicles from a tax and legal perspective.
Working with business owners Delia advises on tax strategies and tax compliance matters. By providing a clearer tax and financial plan for the entrepreneur shareholder, Delia guides them in growing their business.
Delia has many years of experience advising individuals on the personal tax implications of moving to and from the UK, including the tax treatment of non doms and residency status. Where employment can be based in one or more overseas locations and often there are UK assets such as property to consider, Delia advises individuals to help them remain both compliant and tax efficient.
There are times when clients need to unravel complex arrangements, often when separating business or personal relationships, and these have a tax impact. Delia is experienced in advising on the tax implications and tax calculations surrounding divorce. Her expertise is in thoroughly investigating the financial information available and producing robust reports to withstand scrutiny.
When working with businesses Delia advises on a wide range of areas including
Typical projects that Delia advises on include:
Delia’s attention to detail in every assignment; her experience in the practical application of tax rules; and dedication to client care mean that clients have no hesitation referring her to their friends and family as a trusted advisor.
Jane is specialised in advising on inheritance tax planning in order to work with the client to advise on the options to manage, reduce or eliminate a future inheritance liability, including the set up and use of Trusts.