Matheson


Practice Areas
Estate Planning

Estate Planning

Related Expertise




Expertise

We have taken a lead role in assisting clients and client families to implement their long-term personal tax strategies. This may be in the form of lifetime gifts, the use of partnerships and other structures or will-based planning to structure wealth across the generations.

We advise clients in relation to Capital Acquisitions Tax planning, focusing in particular on the availability of certain reliefs (business and agricultural assets) and exemptions (certain residential property). We advise on planning and restructuring of businesses as may be required to maximise the available reliefs. We make wills for our clients dealing with their assets, structuring them to achieve the most tax efficient outcome

We have taken a lead role in assisting clients and client families to implement their long-term personal tax strategies. This may be in the form of lifetime gifts, the use of partnerships and other structures or will-based planning to structure wealth across the generations.

We advise clients in relation to Capital Acquisitions Tax planning, focusing in particular on the availability of certain reliefs (business and agricultural assets) and exemptions (certain residential property). We advise on planning and restructuring of businesses as may be required to maximise the available reliefs. We make wills for our clients dealing with their assets, structuring them to achieve the most tax efficient outcome




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