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  • Pension income planning
    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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Taxation Services

Taxation Services

Handling your tax affairs can be a complex and time-consuming task. Our team of specialists can offer advice in relation to a broad spectrum of taxation issues including Inheritance Tax planning, Capital Gains tax, self assessment compliance and the UK aspects of international taxation issues. We can also assist in obtaining international advice from experts in other jurisdictions.

Whatever your tax requirements, Guardian Wealth Management Legal Services provided by Irwin Mitchell has the experience and expertise to provide the support you need. Every member of our team is professionally qualified as a Chartered Tax Adviser, Taxation Technician or member of the Society of Trust and Estate Practitioners. They undertake regular professional training to keep up to date with changes in legislation.

We can assist with UK self assessment matters, including tax return preparation, tax computations, advice on payments due and deadlines. UK tax planning advice on Capital Gains tax, Inheritance Tax and income tax, either in general or in relation to particular transactions, as well as complex estate planning, particularly involving the use of trusts as vehicles to reduce tax exposure.

Trust Services

Administering a trust can be a complex, time-consuming and stressful process. Guardian Wealth Management Legal Services can explain the process at every step, take a great deal of the burden and ensure the process is as smooth and straightforward as possible.

Our highly experienced trust specialists can manage all of the financial transactions taking place within a trust, including:

  • Working with financial advisers on the management of funds held in trust
  • Making income and capital distributions to beneficiaries
  • Preparing annual trust accounts and tax returns and liaising with beneficiaries

We also provide services for external trustees and, where appropriate, Irwin Mitchell will act as professional Trustees.

We can tailor our services to suit your particular requirements. We advise on the UK implications of using trusts resident in either the UK or other jurisdictions as part of your overall estate planning requirements, whether a trust is required for the mitigation of tax, protection of assets, or the protection of vulnerable beneficiaries.

See how Guardian Wealth Management Legal Services can help you with your Tax and Trust legal needs.

Call +44 (0) 114 274 4000 or complete the online enquiry form.

Irwin Mitchell LLP is a limited liability partnership registered in England & Wales, with number OC343897, and is regulated by both the Solicitors Regulation Authority and the Law Society of Scotland.

Guardian Wealth Management Ltd complies with the Solicitors’ Code of Conduct 2007. Any solicitor (or registered European lawyer) we refer you to is independent from us and will give you impartial and confidential advice. You are free to choose another solicitor (or registered European lawyer).

Guardian Wealth Management Ltd has a financial arrangement with Irwin Mitchell. In some, but not all, circumstances, where we will introduce clients to them they pay Guardian Wealth Management Ltd a fee for that introduction. Where Irwin Mitchell are to provide some tailored legal services, such as advice on inheritance tax planning, they make a payment to us equivalent to 15% of any costs (exclusive of VAT) ultimately charged to you. For other legal services we may receive a fixed payment from Irwin Mitchell dependent upon the legal service provided. Full details will be provided by Irwin Mitchell before you instruct them to deal with any work of your behalf.

Irwin Mitchell is completely independent of Guardian Wealth Management Ltd and will always act in your best interests. Our agreement with Irwin Mitchell does not affect the advice they give you, which will always be impartial and confidential.

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