Safeguard your estate with strategic wealth preservation planning. We help individuals and families navigate complex tax landscapes, ensuring your hard-earned wealth benefits the people you care about most while avoiding unnecessary liabilities.
Strategic tax planning for your future
Inheritance Tax (IHT) and Capital Gains Tax (CGT) are critical considerations in estate planning. If an IHT liability exists, taking early and decisive action can save your family a significant financial burden. We help you understand your position and identify opportunities to minimise your tax exposure.
Our specialists work closely with you to structure your wealth efficiently, employing a range of proven strategies tailored to your circumstances. We help you maximise your Nil Rate Band of £325,000, Residential Nil Rate Band of £175,000 and Tax-Free Allowance for Business and Agricultural assets of £2,500,000 preserving the full thresholds that can pass tax-free to your family and ensuring these valuable allowances aren’t wasted. Through lifetime gifting strategies, we help you remove assets from your estate during your lifetime while you’re here to see the benefit. Gifts to family and loved ones can reduce your estate’s tax liability significantly.
If you own a family business, we advise on Business Property Relief (BPR), which can potentially reduce the tax bill on business assets, ensuring your legacy stays in the family. For farming families, we also offer guidance on Agricultural Property Relief (APR), helping minimise taxation on agricultural holdings.
Protecting your assets with a tailored trust
Setting up a trust can be one of the most effective, tax-efficient ways to provide for your loved ones and shield your assets from future risks. Trusts offer a range of benefits beyond tax savings:
- Control over how and when your wealth is distributed
- Protection from creditors and unwanted claims
- Tax efficiency across generations
- Peace of mind for families with complex circumstances or vulnerable beneficiaries
Our solicitors manage the legal and administrative steps to establish the right trust structure for your unique family circumstances.
Navigate rising education costs with confidence
With the removal of the VAT exemption on independent school fees in January 2025, parents and grandparents are facing a sudden 20% increase in educational costs. Proactive, specialised school fees planning is now essential to keep private education affordable.
We can assist you in building a long-term, tax-efficient funding strategy tailored to your family’s circumstances. Our experts will help you structure your finances to manage rising fees without compromising your broader wealth preservation goals.
Why choose Buckles?
Every family situation is unique, and a one-size-fits-all approach simply doesn’t work. Our experienced Private Client solicitors at Buckles take the time to understand your specific needs, objectives, and priorities before crafting a solution that truly works for you.
Our solicitors handle the full legal architecture of your estate plan: drafting wills and establishing trusts with proper governance, creating tax-efficient structures that are legally robust, managing fiduciary responsibilities and ensuring all documentation complies with current legislation.
We guide you through succession planning, advise on asset protection strategies, and administer complex arrangements on an ongoing basis. Whether you’re a high-net-worth individual, a business owner, or a multi-generational family, we work as an extension of your advisory team to ensure your wealth is protected through sound legal planning and your legacy is secure in law.
Secure your family’s financial legacy today
The right estate plan can save your family thousands in unnecessary tax and provide peace of mind that your wishes will be carried out. Don’t leave these decisions to chance.
Our solicitors are ready to discuss your wealth preservation strategy with a no obligation consultation. Contact us today.
