Terry Cooper TEP

Director, Head of Private Client

About Terry

Terry leads Thursfields’ Private Client team and 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

How Terry Can Help

Everybody wants to make sure their family and the wealth they have worked hard for are well protected. Whether you are looking to reduce tax liabilities, look after future generations, plan for your retirement / succession planning, Terry has all the knowledge and expertise to assist.

Terry’s thoroughness, attention-to-detail, and collaborative nature has seen him assist high profile individuals, entrepreneurs, and business owners across the country.

Contact

Terry

WANT TO KNOW MORE

ABOUT HOW WE CAN HELP?