Legal services for private tax planning

Speak to our legal team for tax planning to secure your future.

Those looking for support with tax planning, such as wealth management and Inheritance Tax (IHT) planning, can also take advantage of the integrated services offered here at Edge Accountants. Whether you’re building your pension savings, need investment advice, or are looking to ensure your Will passes as much as possible on to your beneficiaries, we offer both financial support and legal services.

Inheritance Tax law is often updated, so not only will we be able to help with planning, but we can also ensure your plan stays compliant. Our IHT specialists can assist with everything from advising on tax-free allowances and optimising your tax liability to outlining the implications of offshore funds or property, while our legal services cover probate, trusts and more. As such, there’s no need for you to liaise with a separate team of solicitors – everything is handled by us, so you can rest assured you’re getting a complete service.

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