The Private Client team at Gepp Solicitors offers a rare combination of expertise. Alongside experienced solicitors, our team includes a Chartered Tax Adviser and fully qualified members of STEP, enabling us to provide comprehensive legal and tax advice under one roof.

This unique blend of legal and tax expertise means we can advise on complex tax matters, prepare the necessary legal documentation and, where required, deal directly with HM Revenue & Customs (HMRC) on your behalf.

We provide bespoke, practical advice tailored to your circumstances, helping individuals, families, business owners and trustees manage their affairs as tax-efficiently as possible while planning for the future.

Our Tax and Succession Planning Services

Inheritance Tax Planning (IHT)

As part of an inheritance tax (IHT) review, we can advise on the availability of both Agricultural Property Relief (APR) and Business Property Relief (BPR), which can provide valuable inheritance tax relief on qualifying agricultural and business assets.

Following the reforms to APR and BPR that took effect from 6 April 2026, inheritance tax planning has become increasingly important. The rules governing these reliefs are more complex than before, and early advice can help ensure you make the most of the reliefs and exemptions available while planning for the future.

Trusts

Trusts can play an important role in tax planning, protecting family wealth, providing for vulnerable beneficiaries and safeguarding assets following divorce or bankruptcy.

Whether you are creating a new trust or acting as a trustee, it is essential to understand your legal duties and ongoing reporting obligations to HMRC.

We advise settlors and trustees on trust administration, tax compliance and trustee responsibilities, as well as preparing the necessary documentation and liaising with HMRC where required.

Property Taxation

Whether you own multiple properties, are purchasing an investment property or are helping a family member onto the property ladder, it is important to understand the tax implications before proceeding.

Careful planning can help you avoid unexpected Stamp Duty Land Tax (SDLT) liabilities and ensure your purchase is structured in the most appropriate way. The SDLT rules for additional residential properties, investment properties and complex ownership arrangements can be particularly challenging.

If you are helping a child or other family member purchase a property, you may need to consider the higher rates of SDLT, ownership structures and how best to protect your financial contribution. We can advise on the available options and, where appropriate, prepare the legal documentation needed to safeguard your interests.

We can also advise on whether purchasing property through a company or trust may be appropriate, taking into account your wider tax and succession planning objectives.

Capital Gains Tax (CGT) planning

Succession Planning

Self-Assessment Compliance

Income Tax Planning

Later Life Planning

Need specialist tax and succession planning advice?

Whether you’re planning for the future, protecting family wealth, reviewing inheritance tax liabilities or considering the tax implications of a property or business transaction, our experienced team can help.

With solicitors, Chartered Tax Advisers and STEP-qualified professionals working together, we provide joined-up legal and tax advice tailored to your individual circumstances.

Call: 01245 228125
Email: privateclientenq@gepp.co.uk

Why choose Gepp Solicitors?

Unlike many firms, our multidisciplinary team brings together specialist legal and tax expertise under one roof. This means we can advise on both the legal and tax implications of your decisions, helping you avoid unnecessary complexity while ensuring your plans are implemented efficiently.

Whether you’re creating a succession plan, mitigating inheritance tax, protecting business assets or preserving family wealth for future generations, we’ll provide clear, practical advice to help you plan with confidence.

Accreditations

Our multidisciplinary team includes Chartered Tax Advisers (CTAs) alongside solicitors and STEP-qualified professionals, enabling us to provide joined-up legal and tax advice.

Contact us

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

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Areas of expertise

Capital gains tax (CGT) planning
Income tax planning
Inheritance tax planning (IHT)
Property taxation
Remuneration planning
Self-assessment compliance
Succession planning
Specialist solicitors for the elderly
Trusts
Capital taxes on property
Stamp Duty Land Tax
Declarations of Trust for Property

Your tax and succession planning team

Tax and succession planning

Our Tax and Succession Planning Services

Inheritance Tax Planning (IHT)

Trusts

Property Taxation

Capital Gains Tax (CGT) planning

Succession Planning

Self-Assessment Compliance

Income Tax Planning

Later Life Planning

Need specialist tax and succession planning advice?

Why choose Gepp Solicitors?

Accreditations

Contact us

Request a callback

Areas of expertise

Frequently Asked Questions about Tax & Succession Planning

What is succession planning?

How does inheritance tax (IHT) affect succession planning?

How do trusts help with succession planning?

How can I pass on my business tax-efficiently?

Can I give away property to reduce inheritance tax?

How can I ensure my assets go to my intended beneficiaries?

Why is succession planning important?

When should I begin to think about succession planning?

Why might it be favourable to transfer wealth during my lifetime instead of after my death?

How often should I review my estate plan?

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Your tax and succession planning team

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