Inheritance Tax and Estate Planning
We develop strong relationships with all of our private clients, in some cases being almost part of the family rather than external advisors. We act for many landed estates, private individuals and trusts. Services we provide include:
- A holistic view on an individual’s or family’s wealth planning and protection
- Advice on succession planning
- Reviewing Wills for tax efficiency
- Advising on the use of Trusts both as a planning vehicle and to protect families’ interests
- Liaising with family offices, stockbrokers and fund managers, bankers and family lawyers to ensure all-round tax efficiency and simplicity
- Advice to specialist wealthy individuals including sports people, entertainers, and professionals including solicitors, doctors and dentists
