Personal Tax Estate Planning

Personal Tax Estate Planning

Expert tax planning services tailored for you

The Tax Planning Team at Mayo Wynne Baxter acknowledges that no one likes the word ‘tax’. The UK tax system is complex and often condemned by taxpayers who pay large sums of money from their salaries.

We are all affected by tax in some way; so sensible and strategic tax planning could highlight any potential allowances that you may be entitled to.

We appreciate that some of our clients might struggle with their Self Assessment Tax Returns, so our tailored tax advice will help you prepare your annual returns, and correspond with the Inland Revenue on your behalf.
Our tax planning services include:

  • Individual Self Assessment Tax Returns
  • Income Tax Repayment Claims
  • Tax avoidance - making sure you are not paying too much
  • Trusts & Estate Tax Returns
  • Capital Gains Tax
  • Pension Credits

Inheritance tax advice made simple

Inheritance tax may affect us all at some point in our lives, so we aim to make a distressing and often complicated process a little easier for you.

The Government sets the threshold each year, and for the current 2015 tax year, it’s £325,000. If your estate is worth above that level, unless you leave everything to your spouse, registered partner or a charity, your estate will pay tax in excess at 40%. The money for the tax will come from your assets.

The amount of money you give away in your lifetime (specifically in the seven years before your death) may affect your tax-free amount. Please seek tax advice from one of our specialist solicitors before making any gift over £3,000.

For more information on tax and inheritance tax planning, please contact one of our Tax Planning experts today.

Brighton office

Tel 01273 775533

Eastbourne office

Tel 01323 730543

East Grinstead office

Tel 01342 310600

Forest Row office

Tel 01342 822112

Lewes office

Tel 01273 477071

Seaford office

Tel 01323 891412

Pulborough office

Tel 01798 875358

Storrington office

Tel 01903 743201

Gatwick office

Tel 01293 804698

Primary Contact

Peggy  Hall
Peggy Hall

Partner

T | 01323 745636
E | email

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