Inheritance Tax, Capital Gains Tax and Income Tax

Our expert capital gains tax solicitors can provide advice and assistance on the most tax efficient ways of dealing with the estate.

Depending on the value of the estate there could be inheritance tax to pay. If inheritance tax is payable there could be additional Inheritance tax allowances available to claim, together with certain reliefs and/or exemptions, which may either reduce or eliminate the amount of tax due.

Assets sold during the administration of the estate could be exposed to capital gains tax where there has been an increase in value. However, the amount of tax due can be avoided or reduced if appropriate measures are taken.

During the administration period and prior to death the income tax position must be considered and where necessary, reported to HMRC, taking account of any allowances. This information will need to be shared with the beneficiaries who may need to pay additional income tax, depending on their personal tax position.

If you would like to find out more about our services, please contact our capital gains tax solicitors for a
quote.

Our Experts

Carla Brown

Partner, Solicitor and Head of Wills, Trusts & Probate

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Andy Kirby

Private Client Consultant

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Rebecca Suthers

Senior Associate & Chartered Legal Executive

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Nicola Hall

Associate Solicitor

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Marie Pethen

Associate & Private Client Executive

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Katy Sewell

Associate Solicitor

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Cariad Medway-Smith

Private Client Executive

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Theresa Mills

Solicitor

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Paul Naser

Consultant Solicitor

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Rose-Marie Stone

Paralegal

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Louise Sutton

Chartered Legal Executive

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Jo Tout

Probate Executive

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Diane Vincent

Chartered Legal Executive

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Samantha Barratt-Habgood

Secretary

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Corinne Bowerman-Watson

Wills, Trusts & Probate Assistant

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Jennifer Dinsdale

Paralegal

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Emma Fidler

Secretary

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Kim Houston

Secretary

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Samantha Laird

Personal Assistant

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Sally Shefford

Secretary

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Amanda Vanson

Secretary

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Julie White

Paralegal

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Here to help

Our specialist teams can provide full service legal advice and assistance, providing practical and cost-effective solutions.

Our offices

Bournemouth
302 Charminster Road Bournemouth Dorset BH8 9RU
01202 525333 Contact
London
Office 309 107 – 111 Fleet Street London EC4A 2AB
02039 784720 Contact
Poole
14a Haven RoadCanford Cliffs, Poole Dorset BH13 7LP
01202 709898 Contact
Ringwood
Monmouth Court Southampton Road, Ringwood Hampshire BH24 1HE
01425 484848 Contact
Swanage
55 High Street Swanage Dorset BH19 2LT
01929 422233 Contact
Wimborne
39a East Street Wimborne Dorset BH21 1DX
01202 057676 Contact