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Our Tax Services

A Law Firm For Life

Handling your tax affairs can be a complex and time-consuming task.

Whatever your tax requirements, the Tax and Trusts team at Irwin Mitchell have the experience and expertise to provide the support you need.

Experts In Tax Affairs

Our fully qualified Tax and Trusts team can provide you with high-level, proactive advice on a wide range of areas, including:

Self assessment matters, including tax return preparation, tax computations, advice on payments due and deadlines
Tax planning advice on capital gains tax, inheritance tax and income tax, either in general or in relation to particular events, such as matrimonial breakdown and termination of employment
Complex estate planning, particularly involving the use of trusts as vehicles to reduce tax exposure

Every member of our team is professionally qualified as a Chartered Tax Adviser, Taxation Technician or member of the Society of Trust and Estate Practitioners. They undertake regular professional training to keep up to date with changes in legislation.

Irwin Mitchell have an established reputation for providing excellent service at competitive prices to a range of clients with differing circumstances, including private individuals and trustees.

We also act for many clients introduced to us by banks, building societies, accountants and other financial advisers.

Working With Irwin Mitchell

Irwin Mitchell is one of the UK’s most successful and respected law firms. Offering expert legal guidance for individual clients, we are also the law firm of choice for many financial institutions in providing legal services to their customers.

We provide clear, straightforward advice and a professional, proactive service. Many legal needs can be met as they arise or planned for in advance. Others are harder to anticipate. Whatever the circumstances, our commitment to our clients is simple - a law firm for life.

Further Information About Our Tax Services

For an initial discussion, with no obligation, call 0870 1500 100 or send us an online enquiry.

Select Related Client Stories

Compensation Following Negligent Tax Planning Advice

Liz Norris was instructed on behalf of a client who wished to pursue her mother’s solicitors for negligent inheritance tax planning advice.

Her client’s mother had sought advice from solicitors about her inheritance tax position. As a result of the advice received she transferred the title to her property to her daughter, Liz’s client. Unfortunately the transfer of the property was futile as far as saving inheritance tax was concerned as she continued to live in the property. As a result the transfer was designated as a gift with reservation and had no impact on inheritance tax whatsoever. Unfortunately for Liz’s client it had the added complication that she would be liable for capital gains tax when she ultimately came to sell the property.

Liz successfully pursued the solicitors who had given the negligent advice. As part of the settlement, the property was transferred back to the client’s mother and the capital gains tax incurred by our client on this transfer was paid in full by the solicitors.

The client, whilst obviously frustrated at having to undertake such action as a result of the former solicitor’s failings, was delighted that she had not suffered financially as a result of the settlement reached.

We have lawyers with the expertise and experience needed to help you. Choose from the list below to learn more about our experts in this area.

Select a team member