Terry Cooper TEP
Director, Private Client
About Terry
Terry has a vast amount of expertise with tax and trust planning. He regularly advises on matters such as wills, the creation or restructuring of trusts, lifetime gifts and other planning to minimise inheritance tax or other tax liabilities (including insurance-based solutions), and death-in-service payments.
Terry has acted for entrepreneurs and business owners, wealthy families, and others who need wills or tax advice. As a result, he is always happy to work in collaboration with a client’s existing financial advisers or accountants.
Areas of Expertise
- Preparation of wills
- Wealth protection
- Inheritance tax planning
- Capital gains tax planning
- Succession planning
- Lasting powers of attorney
- Planning with agricultural & business assets
- Varying inheritances
- Trust creation, restructuring & termination
- Intergenerational wealth planning
Want to Speak to Terry?
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