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WILLs & Powers of Attorney
0800 0352 781
PROBATE AND TRUST
020 7046 6078

Tax

Tax matters to date of death– including the completion of repayment claim forms, self-assessment tax returns, Court of Protection Accounts and all taxation related matters to date of death with HM Revenue & Customs

Inheritance Tax– completion of all inheritance tax forms, including IHT 205, IHT400 and supporting schedules, checking HM Revenue & Custom’s calculations of interest where payment by instalments is applicable and dealing with clearance applications

Capital Gains Tax – computations of liabilities, including review of available reliefs, claims and exemptions. Reporting to the Inland Revenue and looking at potential tax planning opportunities

Trust Taxation– accounts and tax returns, including the completion of trust tax administration with HM Revenue & Customs

Tax Planning– Lifetime and Wealth Planning. How to mitigate IHT & CGT