We take great pride in offering a personal and responsive service and take a close interest in our
clients’ welfare.

Tax, Trust and Estate Planning

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CHN offers expert, independent advice to individuals and their families on a wide range of matters, but Tax, Trust and Estate Planning are often an integral part of financial planning and wealth management – it is also one of the most complex areas in finance to navigate successfully.


As Independent Financial Consultants, we have specialists available to provide a high level of service that aims to save you time and money, whatever your tax requirements.

Tax and Estate Planning

When it comes to estate planning, we understand that our clients are anxious to preserve as much flexibility as possible, while also trying to minimise the impact of inheritance and other capital taxes on their assets.

We can also advise on how best to make use of lifetime gifts and other transfers so as to reduce the effect of capital gains and inheritance tax liabilities. As regards charitable legacies, we can also advise clients on the most tax-efficient way to make gifts to their chosen charities.


We work closely with our clients’ other professional connections to achieve their objectives in mitigating the potential effect of capital gains tax and inheritance tax. Our relationship with other relevant experts means that we firmly believe our clients get a first rate, well-informed and comprehensive service.

CHN can also provide assistance with the day-to–day administration of trusts, including making distributions to beneficiaries, handling requirements in relation to trust accounts and reviewing the strategies chosen for the investment of the trust assets.

The Financial Conduct Authority does not regulate
Taxation Advice and Estate Planning

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“Clayton Holmes Naisbitt have always put our interests first by giving both of us sound, clear advice with no obligation to buy into services they recommend. All our questions are answered with clarity which is important in the financial world where attention to detail is vital. We would not hesitate to recommend them to anyone looking for sound financial advice.”

– Stasha & Peter

“Following the sudden death of my husband, Lee provided an exemplary service by managing my finances throughout that very difficult time. He has subsequently provided me with excellent advice on investments, explaining them to me in a simplified easy to understand way. I will gladly recommend him to friends, family and colleagues.”

– Nick Fozzard

“Just want to say how grateful we are (to Daniel Lees) for the help and advice you’ve given us over the past few months and for helping us to get our mortgage application through and approved; it’s been a massive help to us as first time buyers to have been able to rely on your knowledge and expertise and have been really pleased with the service we’ve received.”

– Michael & Sophie

Clayton Holmes Naisbitt