Estate Planning and Trusts

Estate Planning and Trusts

Planning for a time when you are no longer here may be something you have been putting off. But taking time to put your finances in order means that you’ll have peace of mind, knowing that your loved ones will be taken care of and any tax burden is minimised. 

Estates

Our experts can help you put in place an effective inheritance tax implications relating to estates.

We have many years of experience, dealing with all aspects of estates and can help ease the pain of dealing with HMRC. 

Trusts

Trusts are an integral tool when considering your Inheritance Tax Planning, as they enable assets to be given away, whilst still retaining some control over them.

Income can be paid to one person with the capital ultimately being passed to other people.

Inheritance Tax Planning

Having worked hard all your life, you’ll no doubt wish to pass as much of your wealth on to the people you care about rather than letting it fall into the hands of the taxman.

Our experts are able to help you put in place an effective inheritance tax plan which keeps your tax obligations to a minimum.

In every instance we will consider the following options on your behalf, and make suggestions based on your unique circumstances:

  • The use of trusts where appropriate
  • Examining private limited company share structures to ascertain the advantages of any share reorganisation
  • Planning in respect of the family home
  • Ensuring the wills are tax-efficient
  • Consideration of lifetime gifts
  • Ensuring any pitfalls are avoided e.g. Gift with Reservation of Benefits Trusts 

Don’t put off until tomorrow something that you could do today – contact us now for advice on inheritance tax planning.

Meet the estate planning and trusts experts

All
Sector 1
Sector 2
Sector 3
Prashant Malde
NHS Pension Management Solution
Accounting Services & Software
Audit & Assurance
Company Secretarial
Corporate Finance
Forensic Accounting & Litigation Support
Estate planning and trusts
International
Personal Tax and Wealth Planning
Planning for retirement
Start-ups
Tim Cook
Young Professional Network
Wealth planning and investments
All
Service 1
Service 2
Service 3
Prashant Malde
NHS Pension Management Solution
Accounting Services & Software
Audit & Assurance
Company Secretarial
Corporate Finance
Forensic Accounting & Litigation Support
Estate planning and trusts
International
Personal Tax and Wealth Planning
Planning for retirement
Start-ups
Tim Cook
Young Professional Network
Wealth planning and investments
Pauline Hudd

Partner

Pauline provides clients with practical advice and pragmatic solutions in relation to all aspects of stamp taxes. Her wide-ranging experience on corporate and real estate transactions means that she gives bespoke advice tailored to the needs of clients, whether they are major multi-nationals, financial institutions or individual investors.

She has a proven track-record in delivering outcomes on unwinding complex structures, working alongside lenders on re-financing projects and supporting corporate trustees and offshore lawyers in managing transactions across multiple jurisdictions.

She has also supported administrators and liquidators on assets disposals to realise value from property portfolios. In addition, she has worked extensively on public sector projects, ranging from urban regeneration to student accommodation out-sourcing. Her considerable expertise comes from her 14 years in practice at KPMG and through her previous role as Assistant Controller at HMRC Stamp Office.

Pauline joined Wilder Coe in March 2016 and was made Partner in September 2016.

Qualifications

  • BA (Hons) – University College Cardiff

Professional memberships

  • Member of the Stamp Taxes Practitioners Group

Professional Areas of Expertise

  • Stamp duty
  • Stamp duty land tax (SDLT)
  • Annual Tax on Enveloped Dwellings (ATED)

Sectors of expertise

  • Hotel groups
  • Property investors and funds
  • Property developers
  • Charities
  • Financial Industry clients
Tim Cook

Partner

Tim’s passion lies in helping his clients maximise their wealth through successful tax planning for the future. Whether you are seeking a solution on the most efficient way to implement your inheritance plans or would simply like some plain-English advice on your tax liabilities, Tim is expertly placed to offer you a highly professional and personalised service.

Having previously worked for HMRC, Tim is able to use his insights to assist with HMRC investigations and ensure that you are informed at all times, and can offer you clear and simple advice throughout the process.

His technical areas of expertise include, tax planning, pensions, emigration and trusts. Tim works with entrepreneurs, and families from a wide range of backgrounds, based both in the UK and overseas.

Tim joined Wilder Coe in 1996 and was made Tax Partner in 2001.

Professional Memberships

  • Affiliate of the Institute of Chartered Accountants in England and Wales

Professional Areas of Expertise

  • Tax Planning
  • Pension Planning
  • Inheritance Tax
  • Trusts
  • HM Revenue and Customs Investigations
  • International Tax
  • Capital Gains Tax

Sectors of Expertise

  • Entrepreneurs
  • High Net-Worth Individuals
Tax Supervisor
Sarah Simpson

Tax Supervisor

Sarah joined Wilder Coe in March 1996 and qualified as a Chartered Tax Advisor in 1998. She has a varied portfolio of clients consisting of high net-worth individuals including Lloyd’s names, self-employed individuals and Barristers. As well as completing annual tax returns, Sarah also assists her clients in any other matters which might arise.

Sarah has worked closely with Tax Partner, Tim Cook, since 1996 and strives to provide her clients with a friendly, professional and personal service.

Professional Memberships

  • A Member of the Association of Tax Technicians
  • A Member of the Chartered Institute of Taxation

Qualifications

  • BA Hons Accounting

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If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email info@wildercoe.co.uk.