Personal Services

Tax, inheritance and probate

Personal tax matters often arise at important points in life. You may be completing a tax return, thinking about passing on your wealth or dealing with the estate of someone close to you.

Monahans provides advice on personal tax, Inheritance Tax and probate, helping individuals and families with both day-to-day tax matters and longer term planning.

Personal Tax

Advice on Self Assessment, Capital Gains Tax and personal tax matters.

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Inheritance Tax

Advice on Inheritance Tax planning, gifting, trusts and estate planning.

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Probate

Supporting executors and families with probate and estate administration.

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Frequently Asked Questions

Yes. We work with individuals and families to understand their inheritance tax position and explore appropriate planning opportunities.

Our team can support you through HMRC enquiries, reviews and investigations, helping you understand what is required and how best to respond.

In most cases, yes. Early planning can help you understand potential liabilities and identify planning opportunities before agreements are finalised.

Yes. We regularly advise businesses on restructuring projects, helping them understand the tax implications and achieve the most appropriate outcome.

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Let’s discuss how we can support you

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