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 rate 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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