Personal Taxation Services | Bournemouth, Poole, Dorset

Why Clients Choose Our Solicitors For Tax Advice

Tax tends to be associated with accountants and Independent Financial Advisers, with whom we work closely. But many people use our solicitors because of their specialist expertise in wills, Inheritance Tax and trusts.

You don’t have to be wealthy. Often clients come to us because they have received a payment from a trust and need to reclaim the tax because they are a basic rate taxpayer.

We can advise you on Inheritance Tax, Capital Gains Tax, Income Tax and any other taxation concerns you may have.

Get Help With Inheritance Tax

Most of our work centres on Inheritance Tax (IHT) because our tax solicitors specialise in wills and probate. We advise families how to benefit from tax exemptions and reliefs authorised and approved by HM Revenue & Customs (HMRC).

View our page on Inheritance Tax Planning. There you will find information on:

who is liable to pay IHT (and how to reduce that liability)
tax relief on property
HMRC rules on IHT-exempt gifts
paying IHT in instalments
how to deal with large Inheritance Tax bills that you can’t afford.

Reducing Your Capital Gains Tax Liability

Capital Gains Tax is levied when you profit from selling assets – such as shares (not in an ISA), property or business assets – even if they are overseas.

Your main residence is exempt (unless you have let it out or the grounds and buildings are 5,000 square metres or more). Your car is also exempt, as are ISAs, PEPs, UK government gilts, Premium Bonds, betting, lottery or pools winnings.

Capital Gains Tax is payable on assets that have increased in value when they are moved into or are taken out of a trust.

Also, you have a tax-free allowance. This enables you to make a certain amount of profit from disposing of assets without having to pay Capital Gains Tax. Trusts also have an allowance but it is lower. Find out more here.

There are other ways of reducing your Capital Gains Tax liability. Contact our Commercial Department and we can refer you to a specialist adviser such as an accountant or IFA.

Income Tax – Get Help With Self-Assessment

Clients ask us to help them complete their self-assessment tax returns. Often we are already acting for them in another matter such as making a will or setting up a trust. They enjoy the convenience of using one firm of expert professional advisers to handle all their affairs.

But you don’t have to be an existing client. We are happy to help anyone with their tax matters.

Bereaved families sometimes discover that a loved one got into difficulties with their tax affairs before they died. They need our help to sort out the Income Tax along with the Inheritance Tax and Capital Gains Tax.

Sometimes clients ask us to complete their tax self-assessment forms because they are worried about how long and complex they are. They don’t have time or they don’t relish the prospect of all that government paperwork. Whatever the reason, we are happy to help.

What Our Clients Say:

"The team at Coles Miller in Bournemouth have been fantastic from the initial contact with their receptionist, helping and advising us with our wills and purchasing a property. I would definitely recommend!"

"An excellent company to deal with. We have used them for our house conveyance in May 2018. Also for our Wills and trust to cover the distribution of the house. Not the first time we have used them and we will only use them when we need anything else."

For Anthony Weber, Partner:

“My husband and I used Anthony Weber at Coles Miller Broadstone to make our wills. He offered a very friendly, approachable service over two comprehensive meetings. We received a commentary alongside our draft wills which made the complex legal language easy to understand. We were able to make some changes at the second meeting and have the wills signed and witnessed then and there. I would highly recommend Mr Weber to all my friends and family."

For Jenny Oxly, Associate Solicitor:

“We recently contacted Coles Miller as our wills needed to be reviewed. As a result we received a home visit from Jenny Oxley who discussed our options and provided us with the wills that were best suited to our needs. The process was completed in a most professional manner and on this basis I would have no hesitation in recommending Coles Miller.”

For Ricky Langlois, Solicitor:

“Ricky Langlois was very easy to talk to. He was patient, clear on his explanation and advice, good interpersonal skills. Ricky did not give me any indication that he was in a hurry and took his time in giving me options and explaining issues to me. He made it clear what would be happening next. If I was not retired from my job, I would give him a job! I would also like to mention that the reception staff were very courteous.”

For Kerry Hay, Solicitor:

“I have been introduced to an amazing young solicitor, Kerry Hay, who has skilfully and patiently helped me step-by-step to arrange my final will and power of attorney so that I am totally confident that when my time comes, my son will have absolutely no problems handling my affairs through Coles Miller, Poole.”

For Julie Morgan, Trainee Legal Executive:

"Many, many thanks for your friendly, highly professional and super efficient service 👍

For Shadi Meehan, Trainee Legal Executive:

"I would like to thank you for providing an excellent service in dealing with the updating of our wills and associated trust. We have dealt with Cole Miller on various occasions since 1984 when our local business purchase was dealt with by Ms Myrtle Eburne. Since then Coles Miller has dealt with our various house purchases and, latterly, dealing with our wills and trust. The most recent occasion was when Shadi Meehan took us through the updating of those will and trust. She was understanding of our needs and requirements and the whole matter was completed efficiently and effectively within a couple of weeks so thanks must go to Shadi. We both like the idea that you store our wills and we have advised our family of this. We shall, of course, use Coles Miller for any future business".

For Emma Stagg, Trainee Legal Executive:

"I would like to thank for assisting me with making my will. I found you and all your colleagues very pleasant and helpful. The job was very professional and would recommend you to anyone.".