10 Dublin Street
Edinburgh EH1 3PR

Tel: 0131 556 2993 Fax: 0131 557 5542
property@connellws.co.uk
enquiries@connellws.co.uk

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Tax planning & trusts

A trusted advisor over a lifetime

Our aim is to find the most appropriate solution for you and your family, providing support and advice on an individual basis.

Whatever your circumstances we can help you put in place the best arrangements to achieve your goals.

With careful planning it is often possible to make substantial tax savings. We can advise you on tax planning to maximise the use of exemptions and reliefs to save income tax, capital gains tax or inheritance tax.

If you want to protect your assets for future generations, you can choose to set up a trust at any time or through your Will. While the beneficiaries are young, family trusts frequently allow assets to be transferred down the generations on the death of the benefactor.

Whatever your goal, trusts could be a useful part of your planning strategy and we can help you to identify which type of trust is most suitable in your particular circumstances.

Download our inheritance tax leaflet

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Testimonials
  • I’d like to thank you for the efforts put in by both of you in all aspects of our house purchase. I am aware it is ‘your jobs’ and what we’ve paid for anyway, but more than that is the fact that you were always available to take/return my calls and got things acted on as needed at the time needed. It has been my first home purchase as you know, and even with the hiccups along the way we feel things have turned out really well with much thanks to your advice and time taken to discuss our options too.

  • Just a quick note to say thanks for your professional and friendly approach in getting our property sold. This is only the third time I have moved but hands down you have provided the best service. I would have no hesitation in recommending Connell & Connell, and in particular you, in the future.

  • Linsay and I have been very impressed with the service provided by Connell and Connell.

  • Niki and I just wanted to drop you a note to say thank you to you, Allan and the team for all your help with getting our property onto the market so quickly. I’m sure it would normally take a lot longer than 10 days! Also, we were both delighted when we saw the quality of the pictures and the design of your brochure.

  • Could not have wished for a better service – your personalities were amazing and you did us proud!

  • I should like to thank you for all the patient work you did to transfer the property into my name. It was so good to deal with someone who was both thoroughly nice and efficient; both proud qualities in a solicitor. With thanks and very best wishes for the future.

  • Thanks again for all your hard work – it has made such a difference receiving a professional and friendly service.

  • Thank you very much to both of you and your property team for all your advice, assistance and care over the past few months in getting my flat on the market and processing the sale. You have all provided an excellent service and made the whole event stress free for us. We are very grateful.

  • It is very refreshing to find someone so committed to their professionalism and eager to do more than just what is strictly necessary.

Buying or Selling a Property

Buying or Selling a Property

Connell and Connell has a wealth of experience in dealing with the property market of Edinburgh and its outlying areas.

Wills & Executries

Wills & Executries

Whether a will is straightforward or complex, everybody needs one.

Tax Planning

Tax Planning

We can advise you on tax planning to maximise the use of exemptions and reliefs to save income tax, capital gains tax or inheritance tax.

Advice for the Elderly

Advice for the Elderly

When it comes to planning for old age we can advise you on the best way to manage your affairs and assets.

Commercial Property & Family Business

Commercial Property & Family Business

Our team has a wealth of experience in dealing with small to medium size commercial properties.

Powers of Attorney

Powers of Attorney

Powers of Attorney can be used when you need someone to act or make decisions on your behalf.