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Entrepreneurs' Relief

The budget 2020 announcements reduced the lifetime limit for gains qualifying for Entrepreneurs’ Relief from £10 million to £1 million for qualifying disposals made on or after 1 March 2020. So how do you make the most of this important relief?

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Incorporation Relief

You currently run your business as a sole trader or partnership and want to know the advantages and disadvantages of incorporating that business.

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Personal Will services

Trusts don't need to be frightening. Find out how you can use a trust in your Will to address very real issues such as looking after a vulnerable relative or to avoid excessive tax for unmarried couples.  

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Case studies


If you are considering gifting property or significant assets, how can you use gift relief and what alternatives might you consider to be tax-efficient... Read on


Save tax by using Incorporation and Entrepreneur's reliefs within your business... Read on 

For tax or trust issues requiring expert advice

Whether it is a matter of personal wealth or structuring business assets and taking income you can talk to Wellers Wealth for practical, actionable legal solutions.

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Whether you are a financial advisor, legal advisor, accountant or a member of the public, tax and trust law may well impact you and open up opportunities and possibly create risks. Our regular technical newsletters explain how existing legislation works and what any changes to it may mean. To keep in the loop, sign up to receive our newsletter.