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Trusts and estates

Navigating the complexities of tax and administration

When it comes to inheritance tax on personal wealth, family businesses and investment portfolios you need specialist advice. At McBrides we have considerable experience in tax and succession planning and have developed a proactive approach that is based on understanding your goals and implementing timely planning.

We are involved in advising executors in aspects of estate administration, working closely with solicitors to ensure that compliance matters are completed in a timely and efficient manner.

Estate planning is not solely about tax and we adopt an integrated, common sense approach, helping to ensure your own financial needs are met whilst maximising the amount available to pass on to your heirs.

Speak to our experts

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Terry Baldwin

Tax Partner

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Masum Ahmed

Tax Director

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Adam Hills

Senior Chartered Tax Adviser - Private Client

Meet the whole team