We'll help you plan for your legacy and stay tax efficient.

We recognise that tax and estate planning are deeply personal matters. Our approach is built on understanding your unique circumstances and wishes:

We take the time to listen and understand your goals for your estate and legacy. Your dedicated adviser works alongside our client relations team to provide comprehensive support.

We're here for the long term, offering guidance as your family situation and financial needs evolve.

We believe in creating strategies that balance tax efficiency with your personal wishes:

We begin with a thoughtful conversation about your estate goals and any concerns you might have. We'll examine your current financial and family situation, including existing arrangements.

Drawing on our expertise, we'll suggest options tailored to your specific needs and preferences. We'll implement the agreed strategy, managing the technical and legal details on your behalf.

We'll keep in regular contact, reviewing and adjusting your plan as circumstances change.

While every estate plan is unique, here are some key areas where we often provide support:

Inheritance tax planning: we'll help you explore ways to mitigate inheritance tax, potentially reducing or eliminating your liability.

Estate structure: we can advise on the use of trusts and other vehicles to protect and distribute your assets according to your wishes.

Lifetime gifting strategies: we'll guide you on tax-efficient ways to support your loved ones during your lifetime.

Business succession planning: for business owners, we can help ensure a smooth transition of your firm.