Personal Tax Planning

It is vital to arrange your personal affairs so that you legitimately minimise the amount which you and your family pay in tax. We can help you do this by drafting your wills to take advantage of the statutory reliefs and exemptions set out in legislation, as well as putting strategies in place to assist with lifetime planning.

Where your tax planning intersects with the need to make strategic investments, we can refer you to other professionals in the financial and investment arena. We are used to working hand in hand with independent financial advisers and accountants to ensure that all of your advisers are working together to achieve your objectives.

Saving inheritance tax (“IHT”) is at the top of the agenda for many people, and we have a variety of solutions in this connection.  They range from lifetime giving to tax-efficient investments, and in appropriate situations we can assist where you might think all other solutions have been exhausted. IHT planning very often overlaps with the need to mitigate capital gains tax (“CGT”) and we can consider the impact of IHT and CGT together.

The Personal Tax Planning team

Terry Cooper

Director of Private Client Services

Sonia Jarvis - Power of Attorney Solicitors Birmingham

Sonia Jarvis

PA to Property Team


Get in touch with the Personal Tax Planning team using the contact form

or speak to
our team
on 0121 314 0000

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