Practice Areas
Wills, Probate, Tax and Financial Planning
By careful organisation of your assets you can greatly reduce your liability to tax now and at your death. In this complex field the Meadows Fraser private client department can ensure that, where appropriate, advantage is taken of your own particular situation.
Advice on tax matters includes consideration of the following:-
Inheritance Tax
- Life time gifts and potentially exempt transfers.
- Annual allowances.
- Accumulative and nil rate bands.
- Equalisation of estates and inter spouse exemptions.
- Reliefs in connection with specific assets e.g. shares in the family business and real property.
- Inheritance tax insurance policies.
- Accumulation and maintenance trusts.
Capital gains Tax
- Annual allowances and exemptions.
- Strategic realisation of investments.
- Indexation.
- Roll over relief for business assets.
Income tax
- Use of losses from previous years income tax.
- Tax allowances.
- Deductible expenses and losses.
- Use of non-residence status.
In addition to our tax planning service Meadows Fraser Solicitors deal with the drafting of wills, trusts and the handling of estates.
If you don’t see the area of Wills, Probate, Tax and Financial Planning you are interested in listed above, we can still help. Please call us on 01932 852 057 and speak to William Marriott for more information.
