Rawlinson & Hunter’s long tradition has been in the provision of private client services to individuals. Tax compliance and tax advisory services have always been an important part of this, and an area where we are able to add value.

 

Preservation of wealth and assets across generations of a family is a priority for many individuals in the process of writing a Will. It is absolutely essential that a Will is well drafted to avoid issues of misinterpretation and misunderstanding, and getting a solicitor involved to do this is a must. However, we have extensive experience in the field of tax effective estate planning and our partner-led service often results in our partners acquiring a deep understanding of the financial objectives of our clients. We often therefore work hand in hand with our clients’ solicitors in advising on the terms and content of our clients’ Wills.

 

Estate planning does not, of course, start and end with preparing a Will. Inheritance Tax and estate planning is best undertaken at an early stage and will often involve a programme of lifetime giving, the formation of family trusts and charitable entities. This is also an area where we frequently advise our clients.

 

We feel that our major strengths are technical expertise and practical experience in dealing with complex, and sometimes unusual, matters. This enables us to identify and confidently deal with most issues that arise, and pro-actively explain these to our clients.