At Ashtons Legal, we appreciate that handling tax and trusts matters can be difficult and confusing. When you need support with such tasks, our specialist tax team can offer all the help that you need.

We can assist you with your personal tax affairs, removing the stress of completing your annual return or repayment claim and ensuring you know what and when to pay any taxes due to avoid HMRC pitfalls and penalties.

Personal taxation and compliance matters and issues often come down to the following questions:

  • Are you required by HMRC to complete a Self-Assessment Annual tax return?
  • Do you find yourself leaving it until the deadline?
  • Have you had to pay the £100 penalty for late submission?
  • Do you claim all of the reliefs that you are entitled to?
  • Are you claiming any tax repayments due to you?
  • Have you checked your PAYE coding?
  • Are you aware of the latest compliance regulations & HMRC penalties?

We appreciate that many people may feel that they lack a solid understanding of their obligations, or struggle to keep up with the requirements. Rest assured, our experts can provide support with HMRC income tax responsibilities, and many more areas related to tax, trusts and estates.

Our Tax, Trusts and estate lawyers can assist with the following:

  • Income Tax Support & Advice
  • Capital Gains Tax Support & Advice
  • Tax Compliance for Deceased Estates
  • Court of Protection Tax Affairs

Contact our tax & trusts lawyers

Our tax and trusts team supports clients from our offices in Bury St Edmunds, Cambridge, Ipswich, Leeds and Norwich.

For an initial telephone consultation or to book an appointment, please contact Gillian Brasher on 01284 727069 or email gillian.brasher@ashtonslegal.co.uk

Our Tax & Trust Services

Income Tax Advice & Support

Our tax team at Ashtons Legal can support clients with bespoke income tax advice and assistance. We can help clients with tasks such as:

  • Help to complete your self assessment tax return
  • Bespoke tax return advice
  • Support to reclaim tax where applicable
  • Support with rental income matters
  • Settlement or notification of tax payments and deadlines
  • Repayment claims for minors or individuals of advanced years
  • Advice from our trust team on the tax implications of trusts

Capital Gains Tax Advice & Support

Our expert tax team at Ashtons Legal can provide assistance and recommendations on Capital Gains Tax. We can help in various ways, including:

  • Support with computations
  • Capital Gains Tax planning, including providing strategies on reducing CGT tax liabilities and making use of tax reliefs and allowances
  • Our trust team can provide recommendations on trusts, and how Capital Gains Tax will affect these
  • Advice in respect of divorce or separation
  • Advice regarding sale of second homes and completing HMRC CGT 60 Day compliance documentation
  • General tax legal advice concerning CGT

We appreciate that Capital Gains Tax, including tax planning, can often feel like an overwhelming task. Be assured, we have ample experience providing tax law advice to a diverse client base and will be happy to answer any questions that you have.

Tax Compliance for Deceased Estates

Where a loved one has passed away, if you are acting as an executor or estate administrator, you will be responsible for ensuring that the deceased’s estate is tax compliant.

Our specialist tax lawyers can support you with this in various ways, including:

  • Tax affairs to Date of Death for Deceased
  • Tax affairs & accounts during Administration of an estate
  • Assets & Liabilities Schedule to assist with Inheritance Tax forms
  • Advice on Capital Gains Tax liabilities where appropriate, (for instance, where assets of the estate are sold)
  • Our specialist trust lawyers can provide advice on trusts, offering guidance on the tax implications

Court of Protection Tax Affairs

The team is also experienced in dealing with the tax affairs of individuals who may be a client of the Court of Protection, whereby a Deputy or an Attorney may act on their behalf.

In these circumstances, our tax lawyers can help with various matters, such as:

  • Supporting Deputies and Attorneys to ensure that the individual’s tax affairs are handled, including filing tax returns on time and paying tax owed
  • Supporting Deputies and Attorneys with tax planning advice

Acting on behalf of another individual is a huge responsibility, particularly where finances and taxes are concerned. Our lawyers understand your role and can help you to handle matters effectively whilst acting in the best interests of your loved one.

Our tax and trusts lawyers’ fees

At Ashtons Legal, we understand that our clients need to receive transparent pricing information from the very start. Our legal fees vary depending on the type of support, but rest assured, you will receive an accurate price breakdown once we have an understanding of your situation and requirements.

For certain tax and trusts based support, we may be able to offer fixed fees. For other matters, particularly where support is required across multiple areas, we will charge an  hourly rate tailored to your needs.

For more information about our fees, please get in touch with our experts at Ashtons.

Why choose our tax and trusts and estate lawyers?

At Ashtons Legal, we put our clients first, always ensuring to provide personalised support, uniquely aligned with your goals. When you work with us, you’ll find our team to be friendly, committed and professional with in-depth knowledge of tax and trust administration matters.

Our tax lawyers have much experience working with clients to offer support with tax, trusts and estates. We assure you that no matter how complex your situation, we can provide the expert support you require.

When it comes to tax matters, seeking expert support is the best way to ensure strategic planning, compliance and efficiency.

For more information, please contact us today. Our specialists can answer any questions you have and discuss the next steps.

Contact our tax and trusts lawyers

Our tax and trust lawyers support clients from our offices in Bury St Edmunds, Cambridge, Ipswich, Leeds and Norwich.

For an initial telephone consultation or to book an appointment, please contact Gillian Brasher on 01284 727069 or gillian.brasher@ashtonslegal.co.uk


    Close

    How can we help you?


    Please fill in the form and we’ll get back to you as soon as possible or to speak to one of our experts call
    0330 404 0749





    I accept that my data will be held for the purpose of my enquiry in accordance with Ashtons
    Privacy Policy


    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.