Chartered Tax Advisor Services

The Will Lady specialises in Wills, Will Trusts and Lasting Power of Attorney - and for most people that's often enough! However for larger and/or more complicated estates, perhaps with property, business or property portfolios involved,  we are proud and privileged to be able to offer clients the services of a highly experienced, specialised and qualified Chartered Tax Advisor. Just like The Will Lady, there will be a free no-obligation home consultation for the client, during which various possibilities can be discussed to address your needs. And again, just like The Will Lady, as jargon-free and plain English as possible, despite the highly technical nature of the subject.

The type of solutions available include various advanced tax planning trusts and tools, with the aim of reducing or eliminating tax liabilities to include Inheritance Tax, Capital Gains Tax and even Income Tax. And we hasten to add, all quite legally! Our Advisor is an ex-Inspector of Taxes, an acknowledged specialist and lecturer to fellow professionals nationally and internationally and a qualified member of the Society of Trust and Estate Practitioners. 

These are highly specialised areas and we are pleased to work in association with client's own solicitors and accountants who cannot offer this same knowledge and expertise. This can be of benefit on day to day Tax Planning or during specific processes such as Probate.