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Family Tax Planning

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When undertaking tax planning, it is important to maximise the position for you and your family. With correct structuring you could save thousands of pounds in tax. We review each person’s position including:

  • Distribution of income earning assets
  • Property ownership
  • Utilising each spouse’s basic rate tax band or lower rate tax band
  • Inheritance Tax planning

The above might include a change in business structure at the same time.

Key contacts

Phil Swan - Partner Phil Swan
Partner
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Mark Beaney - Partner Mark Beaney
Partner
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Mark Harwood - Partner Mark Harwood
Partner
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