Tax Planning, Trusts, Wills and Probate

The impact of tax on the business client becomes ever greater. Corporation Tax is familiar to all successful businesses but increasingly the complexities of Inheritance Tax and the impact of changes in Capital Gains Tax are the cause of ongoing concern to clients.

The Wilkes Partnership tax unit is able to advise and assist clients through this minefield and work with their accountants to ensure that their tax liabilities are properly organised and minimised. With a pool of experience built over many long years, The Wilkes Partnership is perfectly positioned to offer the benefit of its advice in the areas of tax planning and trusts, to families, companies and individuals.

We adopt a highly creative approach, utilising all our accumulated know-how and expertise to put together tax planning schemes that suit individual needs. Proposed courses of action may include transferring assets to the next generation on retirement, or preserving assets during old age.

Making a will is the best and most certain way of ensuring your hard-earned estate ends up in the hands of the people you choose and eliminates all the possible confusion and problems that may arise from intestacy or “home-made” wills.

The Wilkes Partnership has a team of specialists who can not only help you put together wills and codicils but can also assist with Inheritance Tax planning, personal taxation services and pensions. The Wilkes Partnership undertakes the administration and management of estates and trusts, and provides a comprehensive service to trustees, executors and beneficiaries.

The onset of old age and illness can pose many problems, especially when elderly relatives are no longer able to look after their own affairs. To help you with this difficult and highly sensitive area, The Wilkes Partnership offers an experienced and widely respected Lasting Powers of Attorney service.

For a tax planning service that delivers, contact Andrew Hasnip


We can help you:-

The Wilkes Partnership provides a comprehensive range of tax planning services:

  • inheritance Tax
  • capital Gains Tax
  • creation, variation and termination of trusts
  • appointments and advances
  • management and administration of trust funds
  • tax advice and compliance
  • creation and variation of charitable trusts
  • preparation of wills and codicils
  • inheritance tax planning
  • personal taxation services
  • pensions
  • obtaining grants of probate and letters of administration
  • post-death tax planning
  • lasting Powers of Attorney
  • Court of Protection applications

Contacts:

Andrew Hasnip (Birmingham Office)

E-mail: ahasnip@wilkes.co.uk
Phone: +44 121 233 4333
Fax: +44 121 233 4546

Eleanor Holland (Solihull Office)

E-mail: eholland@wilkes.co.uk
Phone: +44 121 733 8000
Fax: +44 121 233 4546

What our clients say

The Wilkes Partnership is a well established Birmingham player offering Clients a credible alternative to the large national practices. The Firm’s strategy focuses particularly on owner managed businesses and on being a second supplier of specialist legal services to PLCs.

– Legal 500