Inheritance tax and trusts
Clear advice to help you plan for the future.
More than tax advice
Preparing your estate for the next generation can be a difficult process to go through, but our inheritance tax planning experts will bring clarity to your options. We will guide you through ways to protect your estate, including business assets and business partner interests, and advise you on inheritance tax. Our private client advisers can also act as executors of your estate to support your family.
Our genuine care for our clients sets CK apart. We want to help you find the most suitable solution for yourself and your family. By getting to know you, we will look at the full picture of your estate and discuss any concerns openly with you, so that you can make confident decisions.
Trusts experts
At CK, we have specialist expertise in trusts. We are proud that Tax Partner Katy Shepherd has Society of Trust and Estate Planning (STEP) accreditation and membership. Trusts are a valuable yet complicated area of tax planning. Our experts can give you clarity on how best to use trusts and we work closely with law firms to establish and manage them in the right way.
Our private client team can help you with:
- Estate planning
- Inheritance tax advice
- Setting up and managing trusts
