It’s all about you

We support you and your business at every stage with expert advice that delivers outstanding results.

We provide accounting, tax and business advice to individuals, family, and owner-managed businesses from across our offices in Leeds, Manchester, Newcastle and York.

Private Clients - Trusts, Wills & Estate Planning

Trusts are a very useful inheritance tax planning tool and still play an important role in planning either during a lifetime or on death. We have a dedicated Trusts and Estate Planning Team, who are well placed to advise you on these wide-ranging issues.

Services available to you include:

• An initial meeting to discuss your personal circumstances
• Full valuation of your assets, including unquoted shares
• Advice on lifetime planning
• Review of your will and its inheritance tax effectiveness
• Assessment of current inheritance tax liability
• Written report detailing your personal inheritance tax planning strategy
• Ongoing help with personal tax affairs

Garbutt & Elliott Private Clients is expert at advising in all these areas, with clients throughout the North. All members of our team are specialists, some of whom are members of the Society of Trust & Estate Practitioners, the only recognised professional body covering advisors in this field.

If you would like to discuss any of the changes in legislation or would like to discuss either your will or your exposure to inheritance tax generally, we would be delighted to offer you a free consultation.