Estate Planning & Tax

When you want to protect your family wealth and pass it on in the most effective way, you need to work with experts in the specialist field of estate planning and tax. That’s what you will find at Gregg Latchams in Bristol.

Our Estate Planning & Tax team is one of the leading private practices in Bristol and the South West, working with families and individuals from all walks of life. Our clients include business owners, entrepreneurs, professionals, land owners and farmers and we also provide strategic and practical advice to trustees.

When you work with us, we explore your individual circumstances, family situation and financial arrangements, so that we are able to advise you on a way forward designed to best meet your needs and wishes.

Drawing on the skills of professionals in other fields where appropriate, our estate planning and tax specialists create legal structures that deliver all the flexibility and clarity you need to meet your objectives while mitigating tax liabilities.

Our main practice areas include:

All our lawyers have extensive experience in these fields and are members of the Society of Trust and Estate Practitioners (STEP).

Chambers UK 2014 - Firm logo In the Chambers & Partners 2014 directory, the Estate Planning & Tax Team is listed as a leading firm in Bristol for its trust and tax planning experts who advise on inheritance tax planning and relief as well as pilot and pension trusts. Clients say "I find their performance and service very satisfactory and I like the continuity of contact with partners I know and trust." and "They provide excellent client service. They know their stuff and have the ability to explain it in a way that the layman can understand."

We work closely with Mike Rapps and his team and I have often referred clients to him for tax and trusts advice. Mike offers unfailing expertise and is a thoroughly safe pair of hands for private client work, with a special flair for dealing with high net worth individuals and business owners.

Andrew Brown, Partner, Albert Goodman

Michael Rapps
Director, Trust and Tax Specialist
0117 906 9456
Clare Hopkins
Director, Head of Department
0117 906 9464
Andrew Wareham
Associate
0117 906 9457
Caitlin Gallagher
Trainee Solicitor
0117 906 9477