Trust and Tax Planning |
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McCormicks provides clients with a full range of legal advice for meeting the challenges of today whilst planning with thought to the future. Good Personal Tax, Trusts and Probate advice can make a big difference to the well-being of a client and our team is sensitive to the issues involved in private and very personal matters.
Asset protection is now of concern to many families, whether it is protection from tax, costs of long term care, the impact of family breakdown or personal insolvency. With the combination of its trust and tax expertise McCormicks is ideally placed to assist you in these matters.
Tax planning is at the heart of the majority of the advice we provide to clients within the private client sector.
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Peter McCormick OBE
Senior Partner
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Elaine Lightfoot
Solicitor
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Experience
We have advised families on a broad spectrum of issues including:
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The Establishment of Discretionary and Interest in Possession Settlements
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Charitable Giving and the Establishment of Charitable Trusts
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The Appointment of Sub Funds and Capital Out of Trust
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Trustee Fiduciary Duties and the Rights of Beneficiaries
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The Effect of Mental Incapacity
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The Winding Up of Trusts
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Capital Gains Tax and Inheritance Tax
‘McCormicks advises wealthy clients on complex and technical tax planning matters and has seen a growth in referrals from clients across the business community. The firm also handles special trust and probate litigation.’ The Legal 500
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