Estate, Succession, & Tax Planning

We advise our clients on the management of their private wealth, preserving it for future generations and ensuring that on their death it will pass in accordance with their wishes in an effective and tax efficient way.

Tax advice is an essential part of succession arrangements as effective planning can produce significant tax savings. We guide clients through their options which may include making lifetime gifts, the use of tax-efficient wills and the placing of assets in structures such as trusts and companies. Our aim is to enable our clients to control, with a degree of flexibility, their assets during their lifetime and after their death and to maximise any tax savings.

We seek to build enduring relationships and always work to obtain and develop a thorough understanding of individuals, their families and their assets. As a result we provide tailored planning advice which is appropriate to the particular needs of each client.