Tax Planning & Trusts Swansea

It is vitally important that you take the time to contact a solicitor to make the necessary preparations for those you love, and draw up a legally binding Will.  One that clearly states; what you wish to happen to your assets, who you want your beneficiaries to be, when you pass away.  You may already have a Will in place, but you may not have considered the possible tax implications your loved ones may encounter after you have gone.

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At Redkite Solicitors Swansea, we understand how important it is for your estate to be distributed as per your wishes. Our hard-working tax and trust solicitors are here to help steer you through tax planning and trusts, allowing you to pass on your inheritance to your loved ones in the most straight forward and cost-effective way possible.

Contact us today by calling 01792 892 166 to talk to a member of our Tax and Trust team.

Why choose our Tax and Trusts Solicitors?

We appreciate that every client is unique. Each individual has their own specific concerns and obligations. We do not simply apply the same approach to every case. Instead, we take the time to understand your circumstances and produce a bespoke solution to meet your needs.

Our primary goal is to defend the assets you have worked so hard for and to help you make preparations for the people you leave behind. This is accomplished with clear and direct communication and making the process simple to comprehend.

What our clients say

I was very pleased with the courtesy of the ladies who attended to my requests and particularly so at the time when I had my accident – they were extremely helpful.

Paul James' support has been invaluable in effectively progressing key contractual requirements. His knowledge and expertise in contract and procurement matters is exceptional. Would not hesitate to engage Paul's services again in future should the requirement and opportunity arise.” (dated March 2017).

The reason I used Redkite is that most solicitors don’t have the area of expertise that I required.

Redkite have provided assistance through several particularly difficult issues. Their advice has been professional, thorough and specifically tailoured to the needs of our business. The staff are approachable, knowledgeable and realistic in the advice they provide.

Redkite were recommended to me and I would do the same, fantastic service.

I have to say that everyone I have come into contact with from the receptionists to the solicitors have always been excellent. The advice I have been given formally and informally has always been clear and concise which is always a weight off your mind when you are dealing with the affairs of your loved ones.

How can our Tax and Trusts solicitors help you?

Our experts have specialist experience in:

  • Trusts
  • Appointing Trustees
  • Trust Administration
  • Acting as a Trustee
  • Lifetime Tax Planning
  • Lifetime Gifts
  • Succession Planning
  • Post Death Tax Planning

Although wills and trusts are the principal tax planning tools, we can help you with gifting personal and business assets throughout your lifetime, as part of an overall tax planning strategy. When a situation requires additional advice, we will liaise with specialist counsel, accountants, and independent financial authorities to reach the best outcome for you.

Home visits to those unable to commute to one of our offices are also offered as part of our dedication to client service.

For more advice on tax planning and Trusts, get in touch with one of our specialist Swansea solicitors today.

Tax and Trusts FAQs

When is the best time to set up a trust?

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Trusts should be set up when you have a good bill of health, as regrettably, none of us know what the future will bring. It is something that should be addressed as soon as possible, as tomorrow may be too late.

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