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Tax

Tax matters to date of death– including the completion of repayment claim forms, self-assessment tax returns, Court of Protection Accounts and all taxation related matters to date of death with HM Revenue & Customs

Inheritance Tax– completion of all inheritance tax forms, including IHT 205, IHT400 and supporting schedules, checking HM Revenue & Custom’s calculations of interest where payment by instalments is applicable and dealing with clearance applications

Capital Gains Tax – computations of liabilities, including review of available reliefs, claims and exemptions. Reporting to the Inland Revenue and looking at potential tax planning opportunities

Trust Taxation– accounts and tax returns, including the completion of trust tax administration with HM Revenue & Customs

Tax Planning– Lifetime and Wealth Planning. How to mitigate IHT & CGT

 

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Steele Rose & Co Ltd

Steele Rose & Co Ltd

8 Cherrytree Farm, Sible Hedingham, Halstead CO9 3LZ

Reg No. 03392519, VAT No. 750 5846 22

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01787 469606

Steele Rose Law LLP

Steele Rose Law LLP

7 Deans Farm, Stratford sub Castle, Salisbury SP1 3YP

Reg No.OC381503, VAT No. 155 5821 01

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01722 410009

Steele Rose Trust Corporation

Steele Rose Trust Corporation

Pritt House, 23 Pembridge Square, London, W2 4DR (by appointment only).

Reg No. OC381503.

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020 7046 6078

Copyright
Copyright © 1998-2015 Steele Rose Legal Services Limited. All rights reserved.