Estate, Trust & Tax Planning Services

Planning for the future is one of the most important financial decisions you can make. At Fairmans Accountants in Leyland, we provide expert support with estate and trusts, inheritance, and capital gains, helping you protect your wealth and pass it on efficiently. Our specialist estate and tax planning services are designed to minimise liabilities, preserve your assets, and ensure your family is financially secure.

Whether you are considering setting up a trust, planning for inheritance tax, or reviewing your estate, our experienced team provides clear, tailored advice. With Fairmans, you’ll have access to a dedicated trust accountant who understands both the technical requirements and the personal sensitivities involved.

Why Estate & Tax Planning Matters

Without proper planning, your estate could be exposed to unnecessary inheritance tax and capital gains liabilities. This can significantly reduce the value of the assets passed on to your loved ones. Our role is to provide proactive inheritance financial planning that ensures you take advantage of allowances, reliefs, and structures available under UK tax law.

By choosing Fairmans, you’ll receive:

Inheritance tax planning advice tailored to your family circumstances.
Trusts inheritance tax planning to protect assets across generations.
Capital gains tax guidance to minimise liabilities on property or investments.

Make our specialists
part of your team

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Make our specialists
part of your team

Why Estate & Tax Planning Matters

By choosing Fairmans, you’ll receive:

Inheritance tax planning advice tailored to your family circumstances.
Trusts inheritance tax planning to protect assets across generations.
Capital gains tax guidance to minimise liabilities on property or investments.

Enquire

Book a callback to see how we can help you

Speak to our specialist small-business and tradesperson accounts team today. Feel free to ask any questions and our experts will do their best to advise you.

Simply complete the form and a member of our team will call you back at the earliest opportunity.

Our Estate, Trust & Tax Planning Services

We provide a comprehensive range of services designed to simplify and optimise the management of your estate.

Inheritance Tax Planning

Inheritance tax (IHT) can take a significant portion of your estate if left unplanned. Our inheritance tax planning advice helps you:

Use available allowances such as the nil-rate band and residence nil-rate band.
Make tax-efficient lifetime gifts.
Transfer wealth using exemptions and reliefs.
Reduce liabilities through structured trusts inheritance tax planning.

Our aim is to ensure more of your estate is passed directly to your beneficiaries.

Trusts & Wealth Protection

Trusts are powerful tools for protecting and managing assets. As experienced trust accountants, we guide you through the process of setting up, managing, and reporting trusts.

We provide:

Advice on which type of trust best suits your needs (discretionary, life interest, or bare trusts).

Support with HMRC compliance and trust tax returns.

Strategies for trusts inheritance tax planning to reduce IHT liabilities.

Ongoing management and advisory services from a specialist accountant trust expert.

With Fairmans, you’ll gain clarity and peace of mind that your assets are safeguarded for the next generation.

Capital Gains Tax Planning

Selling property, shares, or investments can trigger capital gains tax (CGT). Our estate and tax planning services include proactive CGT advice to help you:

Calculate potential capital gains on disposals.

Make use of the annual CGT allowance.

Offset gains against losses where possible.

Structure sales to minimise tax liabilities.

By planning ahead, you’ll retain more of your profits and avoid unexpected tax bills.

Benefits of Professional Estate & Trust Planning

Working with Fairmans for your estate and trusts management provides clear advantages:

Reduced liabilities – effective inheritance and capital gains planning.
Protection of assets – ensuring wealth is preserved for beneficiaries.
Clarity – straightforward advice without jargon.
Compliance – accurate HMRC submissions for trusts and estates.
Peace of mind – knowing your financial legacy is secure.

Our holistic approach to inheritance financial planning ensures both short-term compliance and long-term security for your family

Why Choose Fairmans?

Specialist knowledge

Expertise in estate and tax planning, trusts, and IHT.

Tailored advice

Bespoke strategies to meet your goals.

Local service

Based in Leyland, serving clients across the North West.

Friendly, approachable style

Complex issues explained clearly.

Trusted support

Acting as both your trust accountant and long-term adviser.

We understand that planning your estate involves more than numbers – it’s about protecting what matters most.

FAQs

Why do I need inheritance tax planning advice?

Without planning, your estate may be subject to up to 40% inheritance tax. Our inheritance tax planning advice helps reduce this burden and pass more wealth to your loved ones.

Can a trust help reduce inheritance tax?

Yes. Trusts can be used to transfer assets, manage wealth, and reduce exposure to IHT. Our trust accountant provides tailored trusts inheritance tax planning.

What is included in estate and tax planning?

It covers inheritance tax, capital gains, succession planning, and the use of trusts to protect assets. Our estate and trusts services ensure full compliance and efficiency.

Fairmans Accountants

Get in Touch

If you’re looking for expert support with estate and trusts, Fairmans Accountants is here to help. Our team provides clear, practical estate and tax planning, including inheritance tax planning advice, capital gains guidance, and trusts inheritance tax planning. With an experienced accountant trust on your side, you can protect your assets, minimise liabilities, and secure your family’s financial future.