tax, trusts & succession planning

The tax, trusts & succession planning* team of 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.

The tax, trusts & 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 focused service.

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;
  
• Bespoke taxation avoidance schemes;
  
• Business exit strategy;
  
• Charity law;
  
• Executry/Probate and Power of Attorney;
  
• Succession planning and the mitigation of inheritance tax, including Wills; and
  
• Trust taxation matters and the establishment and administration of trusts for both businesses and individuals.

The firm also has a dedicated team of tax specialists that deal with corporate and real estate clients. If you own or are involved in a company or partnership you can find out more about what our tax team can offer on the taxation issues for companies, entrepreneurs, real estate developers or investors, and employee incentivisations/share schemes by linking to the tax page.

*HBJ Gateley Wareing (Scotland) LLP is Authorised and Regulated by the Financial Services Authority. The Financial Services Authority does not regulate tax and trust advice.

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