Succession and Tax Planning Solicitors
Our award winning private client team ensures your private wealth passes to future generations of your family in the most tax efficient and practical way.
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Legal experts with you every step of the way
Our succession and tax planning legal advisors are proud of the long-term relationships we have built with clients over many years and develop a detailed knowledge and understanding of the individual’s needs as well as those of and their family in order to provide specialist and bespoke advice.
Succession and tax planning is extremely important as personal circumstances can change quickly. Your death can have dire financial implications if no advice has been sought in advance as to how best your estate is to be dealt with.
Reducing the burden of tax on the family is often the primary focus for many clients. Planning may involve measures as simple as making lifetime gifts or gifts out of surplus income along with having tax efficient Wills in place. Additionally, it can extend to the reorganisation of existing trusts, or the creation of brand-new ones.
Our specialist team can provide advice in relation to philanthropy and how best to maximise your support for your chosen charities both during your lifetime and on your death.
We know succession planning can be a daunting task but our advice is designed to give you all the options and enable you to make a reasoned decision as to how to go about providing for your family and friends in the best way taking into account your unique circumstances. We understand the need to provide this advice in straightforward way, free of jargon both face to face and in all other communications.
Why choose Mayo Wynne Baxter's legal services
Our award winning legal advisors specialise in helping individuals and families manage their legal affairs.
- Award winning department
- Offering a personal touch to all our clients
- Providing compassionate support and guidance, ensuring peace of mind for clients
Meet our team
Our other succession and tax planning services
What to expect when you contact us
- Once you have completed the contact form or called us, our client service team will call you back, to ask a few questions including your preferred method of contact. This information is then passed directly to the Legal Adviser who will be working for you. Once you are happy to proceed we will gather all the relevant information and your file will be opened almost immediately so we can start work.
- A member of the Client Service Team will keep in contact with you on a regular basis throughout your transaction, to make sure you and them are satisfied with the progress of your matter. There is no additional charge to you for their involvement.
- We are here to assist you and ensure everything proceeds as smoothly as possible. You will have direct contact details for the client service team, who you can contact at any point during your matter.
Our aim is to make the process as easy and uncomplicated as possible for you.
Matt Parr 
Hannah Tolley