Services for Solicitors
Fixed
Fee
Services
With Solicitors facing increasing regulation, especially under the backdrop of COLP and COFA, we understand how important it is provide accurate and reliable advice and services to your clients.
We are STEP qualified tax professionals with experience working in the legal and private client sectors so we are well placed to assist Solicitors and their clients in most aspects of Private Client tax.
Our Solicitor services include:
-
Preparation of Trust & Estate tax returns
-
Advising on HMRC compliance requirements
-
Capital gains tax advice
-
Inheritance tax advice and IHT account preparation
-
Advising on taxation of Trusts and Estates
-
Registration and on-going administration of Trusts
-
Dealing with the finalisation of the tax affairs of the deceased, including disclosure of previously undisclosed liabilities and the mitigation of interest and penalties.
-
Advising the beneficiaries as to the tax-efficient administration of the estate and their own tax planning, including variations of the deceased's Will.
-
Completing tax returns to the date of death and for the period of administration and providing details and advice relevant to the completion of the beneficiaries' own returns.
