Asset protection

Many of our clients have worked extremely hard over a number of years to build up their personal and family wealth.

There have also been dramatic increases in property prices, particularly in the South East of England, in recent years, often making the family home an increasingly valuable asset. Unwittingly, many individuals find themselves in a situation where inheritance tax, capital gains tax and income tax could significantly erode the value of their estate.

At Morrisons we provide comprehensive advice and in each case develop a strategy for the best ways in law to protect the value of your home and reduce or eliminate inheritance tax and capital gains tax, often using a combination of trusts and available exemptions or reliefs. This advice and tax mitigation strategies developed by our experts will be tailored to your specific needs based on a detailed understanding of your family circumstances and objectives.

We act for many owner-managed businesses, high net worth individuals and those domiciled outside the UK. We have the expertise to advise on the most complex of situations, either working in partnership with your existing advisers, or through the combined expertise of our specialist lawyers across all departments to provide a deeply integrated approach to your affairs.

Our lawyers specialise in advising on making tax efficient wills, lifetime gifts, trusts, reducing the potential taxes payable on your death and protecting your home and other assets should you need to go into nursing care.

Many of our lawyers are members of STEP – the Society of Trust and Estate Practitioners. David Kingham, Head of the Private Client department, is also a member of the Chartered Institute of Taxation.

Telephone: 01737 854 500
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