Services for Law Firms

Wills, Power of Attorneys and some form of tax planning are not regulated by the Financial Services Authority.

Dundas House, 166 Buchanan Street, Glasgow, G1 2LW, Company No. SC249375

Warde Graham Consulting Limited is authorised and regulated by the Financial Services Authority. Registered in Scotland, registered number SC249375.
Registered address Dundas House, 166 Buchanan Street, Glasgow, G1 2LW. We are entered on the FSA register number 225466 at www.fsa.gov.uk.

Inheritance Tax Planning for Law Firms and Their Clients

Our inheritance tax planning service for law firms and their clients includes financial advice on:

  • estate equalisation and trust planning to mitigate inheritance tax liabilities.
  • UK Domiciled liabilities

To find out more about how our services will benefit you and your clients, contact us on 0141 331 0660.

Notes on UK Domiciled Liability

Non Domiciled Liability (UK Resident)

  • UK assets only
  • For inheritance tax purposes an individual is deemed to be domiciled in the UK by virtue of being a tax resident for 17 out of 20 years.

UK Domiciled with Non UK Domiciled Spouse

  • Gifts/£55000 rule

Excluded Property Trust

Trust remains property outside IHT charge for all time