An expert in wealth protection and succession planning.
For over 30 years Charles has been advising private individuals and business owners on how to ensure their hard-earned personal wealth and business interests can be preserved and passed on to future generations. Charles advises on the terms of wills, the use of trusts, careful tax mitigation and succession planning.
Examples of how Charles has helped clients include:
- reducing sometimes significant capital gains tax liabilities for executors of estates by ensuring that for tax purposes sales are treated as being made by beneficiaries rather than the executors;
- creating trusts for parents to purchase property for occupation by children, enabling family wealth to be protected and resulting in inheritance tax, capital gains tax and stamp duty land tax savings; and
- reducing the amount of inheritance tax payable by up to 40% by carefully structuring clients’ wills to maximize the benefits of agricultural and business property relief and surviving spouse exemption.