Our goal is to help clients minimise their inheritance tax exposure, whilst also ensuring their wishes are implemented and assets protected from third parties.
We provide a bespoke service to match each client’s individual needs. Regardless of the complexity we ensure you get the best and clearest advice and options on available tax relief and to structure your inheritance planning in a tax effective, practical, and legally safe way. We can work closely with your existing advisors and provide introductions to a number of specialist accountants and wealth advisors.
By proactively planning your estate, you can:
We ensure your assets are distributed as you wish, avoiding the complexities of intestacy.
Mitigating the impact of inheritance tax through strategic planning and tax-efficient strategies. This can include lifetime giving and considering whether pensions and life insurance policies should be written ‘in trust’ so that pay-outs may not form part of the estate.
We are experienced in dealing with complex cross-border assets and international tax laws.
We advise, often in conjunction with other experts, on optimising your tax position through expert advice on capital gains, income tax, and business reliefs.
To protect assets for future generations and potentially reduce inheritance tax. We arrange efficient and effective corporate structures and lifetime or will trusts and provide ongoing advice and administration to protect assets for later generations in the most tax efficient manner.
We advise on tax-efficient ways to make gifts to family or charity during your lifetime.
Legal advice on structuring for IHT and CGT efficiency for family businesses, large investment portfolios or complex land ownership.
Appointing trusted individuals to manage your financial affairs if you become incapacitated.
Advice on protecting your assets from potential care home fees through careful planning such as ensuring any jointly owned properties are not owned beneficially as joint tenants.
Partner and Head of Private Client
Miriam qualified in 2008 and is a partner and head of the private client department, having joined Branch Austin McCormick in 2021.
Senior Associate - Dispute Resolution, Family Law and Private Client
Aida graduated with a Masters degree at the Faculty of Law in Vytautas Magnus University, Kaunas, Lithuania and undertook her Law Society Graduate Diploma in law followed by the Law Society Legal Practice Course at the College of Law, Bloomsbury, qualifying as a solicitor in October 2012.
Consultant - Private Client
Helen Freely is a consultant in the private client department. Her background and specialisms include Wills, probate including UK and foreign domiciliary estates, trusts, court of protection work, lasting powers of attorney, tax planning and charity law.
Consultant - Residential Property and Private Client
Roland’s practice, developed in the Covent Garden area over 30 years before joining us in 2020, covers residential property transactions, including sales and purchases of houses and flats and lease extensions, the preparation of Wills, and the administration of deceased estates.
