Individuals, families and trustees
Private Client
Personal tax planning needs careful timing and a full picture of your family and financial position. We help individuals, families and trustees plan for succession and manage their tax obligations.
Request a consultationWho this is for
Is this your situation?
- Individuals reviewing their Inheritance Tax position
- Families planning to pass on property or a business
- Trustees, beneficiaries and executors
What we advise on
Private client services
Select a topic to read more.
Inheritance Tax planning works best when it starts early. We advise on lifetime gifts, Business Property Relief, Agricultural Property Relief, trusts and estate planning.
Passing on a family business, property portfolio or estate involves tax, control and family expectations. We advise on succession structures and the timing of transfers, taking Capital Gains Tax, Inheritance Tax and trust rules into account.
We advise trustees, beneficiaries and executors on setting up trusts, ongoing tax obligations, estate administration and the Inheritance Tax, Capital Gains Tax and Income Tax issues that arise.
Why KK Tax
How we work
We take time to understand your circumstances before recommending anything.
Advice is discreet and written in plain English.
Tell us what is happening
A short summary is enough: the property, the HMRC letter or the decision you are facing.
Step 1 of 3
Planning for the next generation? Start with a conversation.
Tell us briefly what is happening. We will contact you to arrange a 30-minute consultation by phone or video.
Other services
- Property Tax AdviceStamp Duty Land Tax, Capital Gains Tax and ATED advice for property purchases, disposals and portfolios.
- HMRC InvestigationsSupport with HMRC enquiries, compliance checks, disputes, Alternative Dispute Resolution and tribunal appeals.
- Business Tax PlanningTax planning for owner-managed companies and shareholders: structure, profit extraction, incentives and transactions.