Taxation

We have considerable experience in offering capital tax advice allowing you to plan for and mitigate inheritance tax and capital gains tax. This may be by way of planning during lifetime, through trusts, planning and Wills or assisting families in planning post death.

We are well able to give you the advice you require and are happy to liaise directly with your other professional advisers, accountants and independent financial advisers. Indeed we consider it essential to share information with other professionals who may be advising you, such as your accountant and financial adviser, to ensure that the most efficient taxation advise is given. We have particular expertise in the area of (a) inheritance tax planning - the tax that is paid when someone dies and the mitigation of the same, (b) capital gains tax - the tax that is paid when an asset is sold or given away and how this may be mitigated and (c) the use of trusts to alleviate the above taxes and to create a basis of family wealth protection .

Chubb Bulleid can provide you with the advice to best protect and further your assets, by correctly using the relevant reliefs and exemptions.  We can also advise on:-

  • Rollover relief
  • Inheritance Tax
  • Capital Gains Tax
  • Agricultural Property Relief
  • Holdover
  • Potentially Exempt Transfers
  • Business Property Relief 
  • The Use Of Trusts

Our Team

Richard Cussell
Solicitor Director
01749 836108