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    We aim to work closely with our clients so we can really get to know them and their business. We provide informed commercial judgment and advice about how to reduce your tax liabilities.


Estate Planning

Avoid paying tax again on wealth you've accumulated and been taxed on already!

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

We can advise...

  • Individuals whose estate planning is close to the nil rate band or many times larger;
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios;
  • On both lifetime transfers and wills.

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".

For more information see our ...



Trusts

Trusts aren't just for the very wealthy

Trusts can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning.

We can advise on the setting up and running of...

  • Discretionary trusts;
  • Accumulation and maintenance trusts for children;
  • Interest in possession trusts.
  • Disabled trusts

We can deal with all trust accounting and tax matters on your behalf.

Next Step:

Please contact us if you need further advice, have any questions about our services, or would like a free initial consultation .