Wilkins Solicitors' logo

Serving Buckinghamshire for over 100 years

Can we help you? - Call us on 01296 424681 or send us an email

Illustrative image of a scene in Aylesbury - Wilkins' home town

Link to Wilkins Facebook page Link to Wilkins Twitter page

Trusts & tax planning

Life Time gifts, Tax Planning and Trusts

Image illustrating trusts and tax planningFor many of our clients it is possible for them to take action during their lifetime to minimise the potential payment of tax arising on their death.  This action may be making lifetime gifts to their children and family, re-arranging their investments to be more tax efficient, or setting up a Trust Fund.  Each of our clients has different needs and our specialised team can offer individual advice on the most appropriate action to take.  

If, however, you prefer not to dispose of any assets during your lifetime, we can advise you on Inheritance Tax Planning through your Will.

Planning for future Residential and Nursing Care

Should it become necessary for you or an elderly relative to move into a Residential or Nursing Care Home we can advise you on the current assessment process regarding the payment of your care. We can also advise on any action that you could take in order to minimise the cost to you.

For more information as to how we can help you, call us today on 01296 424681 or send us an email

Download our information sheet on Advice for the Older Client

Wilkins Solicitors - for legal advice that is friendly and professional

Hyperlink icon to download on advice for the older client

NB. You will need Acrobat Reader in order to open this file. If you don't already have it you can download it from the Adobe website.