Share Valuation, Estate Planning, Capital Taxes Advisory Service, Trusts, Davis Consultancy

	Davis Consultancy Share Valuation, Estate Planning & Capital Taxes Advisory Services
	phone/fax 0118 946 1133 E Mail
Home Valuation Services tax & estate planning services Principal	Tax & Estate Planning Services
	Today’s plethora of tax legislation makes it essential for taxpayers to take professional advice on all aspects of capital taxation. The Davis Consultancy has considerable experience in advising individuals, entrepreneurs and companies in the specialist area of capital taxation. Firms of solicitors and accountants can also benefit from the expert advice available where capital taxation and estate planning is not a core part of their practice. Areas covered include the following:
	Lifetime planning	How and when to make gifts to mitigate the exposure to Inheritance Tax in the future – including the use of properly drawn Wills.
	Use of Trusts	Trusts, if used properly, can be advantageous in avoiding future capital taxation. The taxation of Trusts is complex and requires specialist advice.
	Capital gains	Capital Gains Tax has changed in recent years and new legislation makes it more difficult to avoid a liability when carrying out capital tax mitigation planning.
	Trust taxation	Government plans are to modernise the taxation of Trusts and “simplify” the existing legislation. Experience suggests that it will become even more difficult to plan for capital tax mitigation.
	Post-death	Often the deceased has not made provision for his/her beneficiaries in the most tax efficient manner. It is still possible to remedy the situation through the use of Deeds of Variation.