Calvin Healy

Calvin Healy | FCA CTA
Specialist in Inheritance Tax, Trusts, and Estate Planning
With over 20 years of experience as both a Chartered Accountant (FCA) and Chartered Tax Adviser (CTA), I head the tax team at Richardson Swift in Bath. My practice is built on the belief that effective tax planning should simplify, not complicate, a family's financial future.
I specialize in navigating the intricate landscape of Inheritance Tax (IHT) and Probate, helping private clients, owner-managed businesses, and trustees protect their wealth for the next generation. My approach goes beyond mere compliance; I focus on creating tailored, comprehensive strategies that align with unique family dynamics and long-term financial goals.
Areas of Expertise:
* Estate & Succession Planning: Structuring assets to minimize IHT exposure while ensuring smooth transitions for family businesses.
* Trust Advisory: Providing technical guidance on the creation, management, and tax-efficient use of UK trusts.
* Probate Services: Offering a sensitive, professional hand in managing the complexities of estate administration.
* Strategic Tax Planning: Holistic advice for high-net-worth individuals and business owners to balance personal and corporate tax efficiency.
I am committed to providing clear, actionable insights that demystify complex legislation, giving my clients the peace of mind that their legacy is secure.