Our experts can advise you on every aspect of personal tax, but it’s our holistic service that really stands out. Whether we are providing compliance or advisory services, we’ll stay in touch with you throughout the year regarding planning opportunities.
We want to help maximise the inheritance you leave to your heirs. To achieve this goal it’s important to review what inheritance tax (IHT) could be payable, identify any exemptions and reliefs, and – crucially – plan ahead.
Those buying property face many tax issues, whether it is for their main home or an investment. For example, inheritance tax and the family home is complex, as is managing capital gains on buy to let property. Our expert team can help.
Despite the many legislative changes to the taxation of trusts in recent years, they continue to offer a flexible, tax-efficient structure to preserve and protect family wealth. Trusts therefore remain an important part of asset protection planning.
The first 100 days following a merger or acquisition is crucial for any business. Our after the deal team can be on hand support to help you through this process. Contact our team to find out more about the services we offer.
Partner, Real Estate Tax
Adrian is a tax partner in the London office and has over 20 years of experience in advising on tax matters.
Joan joined RSM in 2004 after qualifying as a certified chartered accountant and chartered tax adviser.
Karen Clark is the tax partner in charge of the London private client team at RSM.