Tax & Trusts

Powerful financial solutions for you and loved ones

Tax & Trust Solicitors

In the past two decades, the tax code in the UK has trebled in size. Making your way through this constantly expanding rulebook can be a daunting prospect.

That’s why you need tax & trusts solicitors who can help guide you through these complexities.

Whether you are inheritance tax planning or setting up trust funds, at Steele Raymond, our lawyers specialise in both tax law and trusts law.

We help you see the bigger picture, giving powerful solutions to you and your loved ones.

Helping you with inheritance tax planning & trust funds

Our experienced tax and trust lawyers can provide advice on:

  • taxes such as:
    • Capital Gains Tax (CGT)
    • Inheritance Tax (IHT)
    • Stamp duty (SD) and Stamp Duty Land Tax (SDLT)
    • Income Tax
    • National Insurance contributions (NICs)
  • tax reliefs such as:
    • Entrepreneurs Relief
    • Business Property Relief
    • Agricultural Relief
    • Private Residence Relief
  • trusts (onshore and offshore)
  • UK tax aspects for international clients
  • tax and trust issues arising from divorce or dissolution
  • Expertise

    There’s no substitute for hard-earned experience.

    Our responsive and caring tax and trusts lawyers can help you:

    Tax: we can help you:

    • prepare annual tax returns and trust accounts
    • understand and manage any Capital Gains Tax liabilities including Private Residence Relief
    • understand and manage any Inheritance Tax liabilities including the use of wills and onshore and offshore trusts
    • deal with any tax issues on a business sale including Entrepreneurs Relief
    • deal with any tax issues on a corporate reorganisation including Stamp Duty Land Tax
    • apply any reliefs such as Business Property Relief and Agricultural Relief
    • help you mitigate any Income Tax liabilities particularly on trusts
    • understand various cross-border tax aspects
    • prepare a will and related onshore and offshore trusts (see: Wills & Probate)

    Trusts: we can help you:

    • work out the most appropriate trusts for estate planning (e.g. for legitimate Inheritance Tax and Capital Gains Tax planning purposes)
    • draft and understand trust deeds including:
      • disabled persons’ trusts
      • personal injury trusts
    • administer established trusts
    • manage trust assets
    • understand your duties and responsibilities as a trustee
    • liaise with beneficiaries on their entitlements

Lead contact

Sue Adams

Partner
Meet the rest of the team

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What our clients say:

Bournemouth, Family Client

“I’m so happy to have finally got the divorce settlement over the line. Thank you for taking on my case and for your professionalism in guiding me through it”

Nic & Clare Lewis, Rotable Repairs Ltd.

“Having commercial solicitors that we have worked with for several years and who understood the aviation industry benefited the transaction immensely. Steele Raymond were exceptionally proficient, diligent, professional, and on point at every turn of this transaction”

Robin Arkle, Premiere Coffee Ltd trading as Costa Coffee

“Steele Raymond have acted for me on over 50 property transactions, each one managed professionally, cost effectively and on time. The team have always been responsive and understanding of our needs, providing an outstanding service time after time”

Chris Bryant, Subsea Vision Limited

“Thanks to the highly professional team at Steele Raymond, the takeover went very smoothly. Their help and support enabled us to enter into discussions and negotiations with the confidence that all legal aspects and requirements had been thoroughly investigated.”

Ms M, Winchester, Family Client, Bournemouth

“I am sure many of your clients would feel the same way about you, your attention to detail, professionalism, sympathy towards clients ... I would strongly recommend you to other people”

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How can we help you today?

Call us now on 01202 983999 or request a call back from one of the team.

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