Will, Trusts and Estate Planning

Here at TAKS Limited we like to be proactiveve and offer wide range of services to our clients when it comes to their financial matters planning.

We are pleased to announce, we have colaborated with a trusted partner to provide Wills, Trusts and Estate Planning. The services also incluides:

• The creation and administration of Lifetime Trusts (including the establishment of Trusts to receive the death benefits of life policies and settlements to receive the nomination of pension benefits).
• Lasting Powers of Attorney for Property and Financial Affairs and Health and Care decisions.
• The management of the property and financial affairs of a mentally incapable person under a Lasting or Enduring Power of Attorney.
• Court of Protection applications where a person has lost mental capacity and has no Enduring or Lasting Power of Attorney in place.
• Protecting family assets against such risks as the impact of long term care charges, a divorcing spouse or a Trustee in Bankruptcy.
• Advanced Capital Gains Tax Planning solutions for individuals with assets subject to a large capital gain such as property or stocks and shares portfolios where:

The individual wishes to dispose of the asset and reduce or mitigate exposure to Capital Gains Tax; or

                                The individual wishes to restructure their assets for other tax purposes but is unable to do so due to the gain; or

                                The individual wishes to gift or otherwise deal with the asset for Inheritance

                                Tax saving purposes but is unable to do so without triggering a charge to Capital Gains Tax.

• Inheritance Tax planning to avoid a charge on death to 40% Inheritance Tax on assets exceeding £325,000 for a single person or £650,000 for a married couple or civil partners.
• Probate and the administration of deceased persons’ estates including post death variations.

• Planning for clients using offshore structures and tax planning opportunities for both UK and overseas clients. find Bristol Local account and Tax consultant near me