Gepp Solicitors - Solicitors in Chelmsford, Essex

The Private Client team at Gepp Solicitors is a rarity among firms of solicitors in Essex as we have Solicitors, Chartered Tax Advisers and fully qualified members of STEP.

This unique blend means that we can provide you with the tax advice you need and prepare the legal documentation for implementation and, where necessary, submission to HMRC.

Our specialists have considerable experience in assisting clients with various tax related issues and this distinctive combination of skill sets ensures that we are able to provide bespoke, up to date and efficient advice for most situations that can, and do, arise.

With such a wealth of experience, the team is able to advise on many different areas and their holistic approach ensures you are provided with advice and options that meet your requirements in the most tax efficient way possible.

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Call: 01245 228125 or email: privateclientenq@gepp.co.uk or request a call back.

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Area of Expertise

Our Tax & Succession Planning Experience

  1. Jim and Cheryl came to see us as Jim was terminally ill and they wanted to make sure their affairs were in order. They jointly owned a company that was due to be sold after Jim’s death and the shares were subject to large capital gains. We were able to advise them how to tax advantage of the tax-free uplift on death to sell the shares with no capital gains tax.
  1. Andy owned the shares in a trading company that held significant investments and wanted to pass the shares to his children on his death but there would be a substantial IHT liability. We advised Andy how to restructure the company assets to make use of Business Property Relief and minimise the IHT payable on death.

Your Tax And Succession Planning Team

Alexandra Frumosu

Private Client Executive

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Danny Carter

Senior Partner

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Julie Flight

Trust & Estate Executive

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Lisa Carter

Managing Partner

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Marc Dorsett

Tax Partner

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Raine Cozens

Associate

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If you want to find out more about the services we can offer you, please feel free to get in touch.

“Extremely professional, knowledgeable and friendly.”, “Easy to park and very friendly welcome”

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