Asset Protection and Estate Planning Services
Asset protection and estate planning services cover a broad range of different issues that affect individuals and their assets. Assets are subject to an ever-increasing number of risks; be it capital taxation, financial risks, claims of divorcing spouses or separating cohabitees, automatic claims that arise on death and incapacity. All of these risks can be mitigated against to some extent using a variety of techniques, including trusts, wills, lifetime giving, tax planning, contractual agreements and powers of attorney.
At Anderson Shaw & Gilbert we have expertise in the following areas:
Asset protection
Succession planning
Inheritance Tax Planning
Protection of assets from capital taxation
Protection of assets from financial risks
Protection of assets from claims of separating/divorcing spouses/cohabitees
Protection of assets from legal rights claims on death
Planning and drafting Wills and Codicils
Lifetime giving
Family business succession planning
Inheritance Tax and Capital Gains Tax planning
Lifetime gifts including gifts to trusts
Use of life assurance
Use of Wills and Deeds of Variation
Capital Gains Tax Planning
Minimising CGT on disposals
Using exemptions and reliefs
Trusts
Trust formation, administration and wind up
Trustees’ powers and duties
Tax planning for trustees and beneficiaries
Powers of Attorney
Creation of Continuing and Welfare Powers of Attorney
Advising attorneys operating Powers of Attorney
Charities
Formation, administration, management and wind up of charities
Charity Trustees’ powers and duties
Tax efficient giving to charity
Contact:
Bob Hendry or David Rae
01463 236123 (reception)
Email initial enquiries to: email@solicitorsinverness.com
