Trusts

 Oliver & Co can also advise upon and implement trust arrangements to:

• Preserve assets when Residential Care is needed

• Protect the assets of Disabled Individuals

• Protect awards of Personal Injury damages and prevent the loss of means-tested state benefits

Oliver & Co can provide an administration service for both new and existing trusts and can deal with everything from annual trustee meetings, capital and income distributions and arranging investment reviews, to annual account and tax return production.

Taxation

 

Our team of Lawyers are qualified to deliver advice as to the Inheritance Tax, Capital Gains Tax and Income Tax.  We can advise upon the most tax efficient method of structuring personal transactions including :

• Joint ownership of property
• Disposal of personal assets
• Disposal of business assets
• Disposal of agricultural assets
• Winding up of Trusts

Click on the links below for further information:

Wills

Probate

Trusts

Equity Release

Administration of Estate

Court of Protection

For further information please call Sally Tipping on 01244 312306 or by email sally.tipping@oliverandco.co.uk