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Tax & Lifetime Planning


schematic showing the stages of life, from cradle to grave in a series of silhouette figures

Are your tax affairs in order? Have you considered the effect of taxation on your children in the future? Are you saving in the most efficient way for your future costs or your retirement?

Tax and Lifetime planning has never been as important as it is now. Pearcelegal brings you a wealth of knowledge and understanding to help you make the very best of your money. We cover inheritance tax planning, capital gains tax, income tax, future financial planning for your children and more. 

We can also look at reducing tax exposure for our clients and their children. Lifetime planning goes beyond setting up a will and dealing with inheritance and other tax planning.  Other areas include: Preparing and administering lasting powers of attorney (should you become unable to make your own decisions), setting up and administering trusts and dealing with residential care fees.

Lifetime planning can also include providing for children or other dependents with disabilities. This area always needs very careful thought, for example, how should appropriate arrangements for their future care be set-up? Our friendly and caring approach, coupled with wide-ranging knowledge and experience, is available to give you peace of mind over all of these potentially complex arrangements.

Please contact us to arrange an initial discussion on 0121 270 2707.