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DORSET SOLICITORS FOR BUSINESS AND PERSONAL LIFE

Tax & Trusts

Trusts are useful for a variety of family and tax reasons. You can appoint trustees to invest funds or look after property for your chosen beneficiaries. We can help you create, run and wind up trusts. 

Trusts can be set up in your lifetime or take effect under your will when you pass away. 

We can assist with:

 

Inheritance Tax

Inheritance tax is a complex and technical area. Careful planning can reduce your overall tax burden. 

We can advise on the effects of lifetime gifts, application of the nil rate band, residence nil rate band, spouse exemption and charity gifts.

Please contact us for details of our fees and to arrange an appointment.

Need help? Ask a question.

Contact Details

Highcliffe Office
277 Lymington Road
Highcliffe
Dorset
BH23 5EB

DX 45350 Highcliffe

Phone: 01425 282150
Fax: 01425 282110
Moordown Office
912 Wimborne Road
Moordown
Bournemouth
BH9 2DJ

DX 7641 (M) Bournemouth

Phone: 01202 527008
Fax: 01202 532848
Bournemouth Office
Kingsway House
13 Christchurch Road
Bournemouth
BH1 3JY

DX 7641 Bournemouth

Phone: 01202 294411
Fax: 01202 295944
Winton Office
89 Wimborne Road
Winton
Bournemouth
BH3 7AW

DX 7641 (W) Bournemouth

Phone: 01202 526343
Fax: 01202 530875