Tax Planning
If your assets exceed £312,000 then Inheritance Tax may be payable in the event of your death. We can help you to significantly reduce any potential tax bill by use of Nil Rate Band Discretionary Will Trusts, lifetime gifts or trusts, deeds of variation and insurance products.
If you own a farm or other business we can advise on the availability of agricultural or business property relief. The Tax man has sought to target farmers but we can advise you on how best to arrange your business in light of recent cases. We can also advise on Capital Gains Tax, Pre-owned Asset Tax and Income Tax.
For more infomation please contact one of the following:
| Name | Position | Office |
| Jeremy Lee | Senior Partner | Crediton |
| Don Middlemost LLB Hons | Partner | Budleigh Salterton |
| Martin Justice TEP | Solicitor | Exeter |
| Chris Keenan | Solicitor | Crediton |
