We provide all our clients with bespoke, expert advice which is tailored to their needs and always considers the longer term implications of a particular transaction.
Families & Individuals
We assist families and individuals in mitigating tax and preserving their assets for future generations. This can range from drafting a straightforward Will to advising on complex land, trust or company structures.
Frequently, estate planning will involve advice on how to maximise the availability of tax reliefs such as agricultural or business property relief, conditional exemption for heritage assets or entrepreneurs' relief. Considering whether a client’s existing assets need to be restructured in order to meet the criteria for these reliefs or qualify for additional reliefs can be central to this.
Often steps that are taken with a view to tax planning will only become effective with the passage of time. We therefore help our clients to begin their estate planning early, and take an active role in keeping their likely tax positions under review. For Inheritance Tax Advice in Leeds and Sheffield, trust Wrigleys.
Trustees & Individuals
We also advise trustees and individuals with trust interests, whether involving property or non-property assets. This can involve the rearrangement of existing trusts or the creation of new ones. We are one of only a handful of firms in the UK who can advise in depth on trusts involving the Settled Land Act regime and the tax issues stemming from those.
Further details can be found from the menu opposite.
We are proud to be ranked by Legal 500 as the leading firm in Yorkshire and the Humber for agriculture and estates and personal tax, trusts and probate, and by Chambers as one of only two top-tier private client firms in Leeds.
"…commentators describe the practice as a "gathering of like-minded people who have some superb specialisms" and who are "an absolute pleasure" to deal with."
- Chambers & Partners
Angus Hunter Smart
Land Trusts Consultant