Home > Services > Private Client & Financial Services > Tax, Trust and Succession Planning
The Tax, Trust and Succession Planning team at HBJ Gateley Wareing is dedicated to providing clients with comprehensive, clear and commercially realistic advice. Comprising experienced and younger advisors, we offer a contemporary private client service, working diligently to ensure that the client receives a high quality service from an advisor with whom the client feels at ease. Advice is provided in respect of the following:
- All aspects of Private Taxation, including Income Tax and the undertaking of Returns, Capital Gains Tax and Inheritance Tax;
- Trust taxation matters and the establishment and administration of trusts for both businesses and individuals;
- Succession Planning and the mitigation of Inheritance Tax, including Wills;
- Business Exit Strategy Work;
- Executry/Probate and Power of Attorney Business;
- Bespoke Taxation Avoidance Schemes; and
- Charities.
The Tax, Trust and Succession Planning team offers one of the widest advisory capabilities in the country. Asset protection is key with many clients and the team works towards that goal, countering liabilities that may arise from taxation, divorce and business risk. Our advisors can address the complete picture, organising and structuring the affairs of individuals and families, assuring risk management and tax efficiency. Taking a global perspective on a client’s personal and business issues, the team applies its expertise towards a bespoke, client focussed service.
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| Glasgow |
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| Birmingham |
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