Solicitors Accountants in Wirral-Dufton Kellner

Personal Tax and Financial Advice for Partners - Dufton Kellner, Wirral

In addition to preparing your legal firm's accounts and carrying out SRA Accounts Rules assignments, Dufton Kellner in Wirral can also handle partners' own tax affairs. The expert team at Dufton Kellner can provide advice on a broad range of tax planning issues to ensure that you and your family can enjoy the financial rewards of your career.

Reducing the personal tax bill

If you are partner in a solicitor firm and you require help with your self assessment tax return or advice on tax planning to reduce your personal tax liabilities, our specialist team is here to assist you.

Dufton Kellner can provide the following services:

  • Advice on minimising tax liability for all personal taxes including:
  • Advice on what payments are due and when
  • Completion and filing of self assessment tax returns
  • Capital gains tax (CGT)
  • Non-domiciliary taxes
  • Advice on trusts and estates
  • Inheritance tax (IHT)
  • Income tax

Retirement and succession planning for solicitors

Planning for retirement is too often neglected by busy solicitors, but it is essential. With good planning you will be able to make the most of the options available. Dufton Kellner can help partners with:

  • Tax-efficient disposals
  • Pension provision
  • Management buy-outs
  • Devising an exit strategy

Estate and inheritance tax planning for solicitors

If you wish to make the most of the tax opportunities available and ensure that your beneficiaries receive as much as possible of your estate upon your death, then early estate planning is vital. Our comprehensive estate planning service for solicitors includes:

  • Transferring agricultural or business property
  • Help with drawing up and reviewing your Will
  • Optimising lifetime transfers between spouses
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities
  • Making full use of exemptions and lower tax rates on lifetime transfers

Dufton Kellner work closely with solicitors and offer a range of services designed to support partners in legal practices.

If you are a solicitor in Wirral or the surrounding area, please contact Dufton Kellner to discuss how we can help you maximise your personal wealth.