Tax planning
Rickerbys specialises in tax and estate planning for individuals including:
• Will planning and the use of trusts
• Inheritance tax
• Capital Gains Tax advice on the sale of investments and properties
• Tax planning for succession to business assets
• Tax planning for farmers
• Tax on overseas properties and transactions
One of the most important tax issues upon which we advise is the use of “nil-band discretionary trusts” in the wills of married couples and civil partners with inheritance tax problems, which can save up to £120,000 (at 2007/8 rates) in inheritance tax.
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