Tax & Trusts
"This niche private client firm fields a leading specialist team that handles old money and landed estates as well as cross-jurisdictional, entrepreneurial wealth work. 'The team's understanding of UK taxation is superb, and its ability to deal with non-UK nationals is seriously impressive.'"
Chambers UK 2010
Tax planning is a complex and specialised area of the law. At Wilsons, our team will work with you, providing specialist technical advice in a clear and practical manner. Our aim is to understand your personal circumstances and objectives and develop an effective and workable solution to your taxation issues.
Our advice can either be self-contained in relation to one particular aspect of your affairs, or on a broader basis when considering your overall position. With eight partners and a total of nearly twenty fee-earners, we offer a high level of partner involvement.
Our clients include entrepreneurs, those with international business interests, individuals with inherited wealth, foreign domiciliaries and UK and offshore trustees (both corporate and individual). Our expertise is tailored to meet their requirements.
Our services include:
- Tax planning
- Estate and succession planning
- UK and Offshore trust formation and advice
- Wills and Probate
- Contentious Probate
- Trust and estate administration
- Trust dispute resolution
At Wilsons, we see protecting your wealth as a cornerstone of our private client practice. With one of the largest Tax and Trusts teams outside London, we have a range of expertise that can cater for the most sophisticated clients.
References
Most of the work we do is for existing clients of the firm and those referred to us by personal recommendation or by intermediaries. Once we have established your requirements, we will be happy to put you in touch with appropriate clients who have used our services.
View our recent newsletters
Private Client Newsletter - Summer 08
Private Client Newsletter - Autumn 07
Initial Contact:
James Trafford – Partner
Senior Team
James Trafford – Partner
Matthew Bennett - Partner
Adam Herbert – Partner
Rhoddy Voremberg – Partner
Andrew Farley – Partner
Julia Brown – Partner
Philip Whitcomb - Partner
Michael Catchpole - Consultant
Belinda Watson - Associate
Torsten White - Associate
Sian Andrew - Solicitor
Daisy Eshelby - Solicitor
Robert Keylock - Solicitor
Tim Fullerlove - Solicitor
William Hadley - Assistant Solicitor
Articles/Papers
Budget 2009 report
Non-Domiciliaries - Tax Planning for UK Homes
Budget Update 2 - Recommendations about Wills
Budget Update 1 - Budget Changes to the Taxation of Trusts
External Links
The Society of Trust and Estate Practitioners
The International Tax Planning Association
Chambers
Inland Revenue
Wilsons is not responsible for the content of external internet sites.