Tax and estate planning
Our team has a wealth of experience in all aspects of tax and estate planning. We pride ourselves on providing practical and intelligent advice focused on the individual needs of each of our clients.
How we can help you
We can assist you in ensuring that your assets are preserved for future generations, taking into account issues such as taxation, marital breakdown, financial immaturity, mental incapacity and providing for disabled beneficiaries. Our partners act as professional and experienced trustees and executors when needed, supported by our in-house accounting and tax compliance teams.
We advise on all UK taxes and on cross-border issues where another jurisdiction is involved. We have specialisms in advising on tax residence, the taxation of resident non-domiciled individuals and tax efficient ownership of UK property. We also advise where tax matters have become contentious.
For international matters, we benefit from our Geneva office and coordinate our advice with that received from advisors in other legal jurisdictions, providing an integrated global service to our clients.
For more detailed information on our tax and estate planning services please see the following pages:-
- Charities and Philanthropy
- Elderly clients
- Powers of attorney
- Trust and Will disputes
What our clients say
"Collyer Bristow LLP fields a ‘professional and responsive’ team that includes the ‘pragmatic’ Daniel Simon, who is ‘an excellent negotiator with extensive knowledge of UK and US tax laws’; and James Badcock and William Hancock, who ‘always see the bigger picture’. It also has an international capability through its Geneva office." Legal 500, 2016, Personal tax, trusts and probate
"Key figures at Collyer Bristow LLP include the ‘practical’ James Badcock, who ‘sees the bigger picture’, and ‘committed’ senior associate Samara Dutton." Legal 500, 2016, Contentious trusts and probate
"We see a responsive team and get timely answers. They go the extra mile to answer the questions in as detailed a way as they can within the deadline."
"They have a serious international private client offering." Chambers UK, 2016, Private client
"Collyer Bristow is praised by sources for its 'breadth and depth of knowledge'...'They are diligent, friendly, responsive and commercial', commends a client." Chambers UK, 2016, HNW
"James Badcock heads the much-praised practice at Collyer Bristow LLP, assisted by senior partner Daniel Simon, John Saner and William Hancock. Badcock is a great lawyer who always delivers practical and thought-through solutions. Clients also appreciate the firm's international reach, through its Geneva office." Legal 500, 2015, Personal tax, trusts and probate
"They are highly efficient, very committed and good at communicating on a professional level." Legal 500, 2014, Personal tax, trusts and probate
Many of our team members have received individual recognition and awards for their specialist skills, including listings in the Citywealth Leaders List.