Max Wright

Max advises individuals and families on personal tax, estate and succession planning, with particular expertise in Inheritance Tax, trusts and business succession.

Max works closely with business owners and senior directors to structure Wills and lifetime planning in a tax-efficient way, ensuring a smooth transition of assets to the next generation.

Max also advises executors of deceased clients’ estates where complex tax or other legal or personal issues have arisen. These often relate to Inheritance Tax, including claims for technical exemptions or reliefs (including negotiations with HMRC over the availability of reliefs), or the mitigation of Capital Gains Tax on the disposal of assets owned by the estate.

Max also has expertise in the creation, re-shaping and termination of family trusts, including advising on the adaptation of trusts to meet the changing requirements of the trustees or the beneficiaries.

Examples of Max’s work include:

• Advising landowners on transferring land into trusts before planning permission is obtained to mitigate Inheritance Tax exposure.
• Restructuring trusts holding valuable property to align with changing family needs and reduce long-term tax impact.
• Advising business owners on succession planning strategies to maximise Business Property Relief.
• Assisting families with joint property ownership arrangements and resolving associated tax issues.
• Advising on the use of life policy trusts and Lasting Powers of Attorney for wealth protection and future planning.