TRUSTS & TAX PLANNING
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What Our Clients Say
My questions/queries were answered promptly in a way I easily understood. I noticed Pardoes whilst travelling to Yeovil by bus. It had a small, open frontage with off road parking. It looked welcoming and professional. The service was absolutely first class. The receptionists were very professional. I would have no concerns approaching Pardoes for any further help or advice. Catherine Murton is superb.Anonymous in relation to Catherine Murton
Excellent service. Adam explained everything extremely simply and well.Mr & Mrs W.
Thank you for your excellent work concerning my Mums estate. Could you also thank Jenny Cottrell for her help as well. We were so please with all of your help. I would recommend you to all of my friends.Client of Leanne Routledge & Jenny Cottrell
Excellent customer service and professionalism.Client of Leanne Routledge
Very professional and helpful.Anonymous in relation to Leanne Routledge
I would recommend Pardoes to someone else because they have been very helpful on a number of occasions. Staff are professional but friendly.Anonymous in relation to Leanne Routledge
Found very helpful and pleasant, answered all questions no matter how stupid!Client of Catherine Murton
My experience thus far with Pardoes has inspired confidence in the firm.Bridport Office
Nigel is very good at his job. He looked after me and my mother so well. 10/10. A*. Keep up the good work you do.Client of Nigel Isaac
Everything was made very straight forward. We were completely satisfied with every aspect of your service.Client of Leanne Routledge
Excellent Service!Anonymous in relation to Catherine Murton
I walked in off the street, Leanne saw me immediately and completed in a week, very impressed. I must also say your Receptionists were excellent, very friendly.Client of Leanne Routledge
All Receptionists were very good at all times. Leanne was very quick to respond and visit home as required. Also very helpful at all times and explained everything fully and carefully.Client of Leanne Routledge
Very courteous and understanding.Client of Leanne Routledge
The service was excellent and would be easy to recommend.Client of Leanne Routledge
Everything you said and did removed our worries and stress. The service was exemplary. Thank you.Mr & Mrs S.
Excellent all round serviceClient to Pardoes
Legalities were made very easy to understand.Client of Catherine Murton
I only ever experienced a very high standard. Swift, efficient and welcoming.Client of Leanne Routledge
I was very grateful to Catherine Murton for all the home visits and especially for bringing forms for me to sign in hospital whilst I was ill and her concern for my health.Grateful Client
Excellent service throughout. Everyone made me feel completely at ease.Mr D.
We were received with patience and kindness from our solicitor.Private client
Nigel Isaac put me very much at ease and was very thoughtful when dealing with my husband during home visitsAnonymous in relation to Nigel Isaac
The advice and service I received was to a high standard and to my satisfaction.Ms A.
Catherine was very approachable and a pleasure to deal with.Anonymous in relation to Catherine Murton
Legal language is complicated but explained very clearly. Quick, efficient, clear, local, rang one day and appointment the next day!Private client
Personal attention - professional advice given in a friendly manner.Anonymous in relation to Leanne Routledge
Very satisfied with the work you did for us. Thank you.Private client
You have been a great help.Client of Leanne Routledge
Very helpful and understanding.Client of Catherine Murton
I was left at peace with what happened. Service is excellent. I cannot think how it could be improved.Client of Leanne Routledge
My needs met by friendly competent approachable people. Very happy thank you.Private client re Jacqui Hellings
Trusts & Tax PlanningPlan now and save later.
It is no secret that death and taxes are both a sure thing and Her Majesty’s Revenue and Customs will take advantage of this if you do not take a few moments from your busy schedule to plan how to keep any foreseen tax liabilities to a minimum.
How can Pardoes help?
Pardoes can assist with the following:
- Tax planning within your Will
- Gifting your assets or transferring your home
- Setting up lifetime Trusts
- Arranging tax efficient investments via appropriate intermediaries
- Utilising applicable reliefs from inheritance tax, capital gains tax and income tax by making claims and elections on your behalf to ensure that you do not miss out on entitlements in your agricultural/business or charitable dealings, for instance
- Assist Trustees with decision making to allow the Trust [link] to operate for the beneficiaries in the most tax efficient manner
- Preparing Trust Tax Returns, Tax Certificates and Inheritance tax forms
What does it cost?
Call our Tax Planning team today for initial guidance on whether you might be eligible for a saving. We can then discuss the best route for you and create a bespoke plan of action which is personalised to you.
A couple of hours worth of time could save you, or your descendants, thousands later down the line which otherwise might have lined the government’s pockets.
Ask Us a Question
Call us free on 0800 862 0442 to speak to one of our friendly advisors, or complete the form below and we will email you back as soon as possible.
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