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Our Expertise

UK Wealth

Tax and social changes have transformed the way in which high net worth UK families approach the management of their wealth. We can help you with succession, tax, Wills and trust advice to ensure that your estate is passed on, whether during your lifetime or by Will, in the most efficient manner. We are sensitive to the personal issues that can arise in the modern, non-nuclear family and aim to provide you with solutions that work in the context of the family dynamics. In particular:

  • We advise on Inheritance Tax planning during your lifetime and by Will with suitable gifting plans, trusts and other mechanisms
  • We can create trusts and prepare Wills that ensure the efficient management of the family assets for the benefit of future generations
  • We advise on and set up family investment companies for those who wish to hold and manage family wealth collectively
  • We can help business owners obtain the tax breaks available to them and ensure an efficient transfer to the next generation or plan for an eventual sale
  • We have experience in helping those privileged to be the stewards of landed estates to preserve and enhance them in a changing world

UK Tax Advice

We can advise you on your exposure to all UK taxes and ensure your reporting obligations are understood.

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Inheritance Tax Planning

We can advise on passing on wealth during your lifetime or by Will.

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Wills

Execute a Will to ensure the right people inherit your estate.

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Probate

We can relieve you of the burden of dealing with the estate of a relative who has died and are experienced in dealing with complex scenarios.

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Business Owners

Who will take over the business? We can assist with efficient succession or sale planning.

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Family Investment Companies

A family investment company (FIC) is an important consideration for those looking at collective wealth management issues.

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Trusts

We can advise on the role trusts can play with families.

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Landed Estates

We advise trustees and families who own landed estates and can help preserve the estate for future generations.

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