Estate planning &
wealth protection.

It’s essential to plan for your family’s future to ensure that your loved ones are secure – whatever happens. But the issues involved can be emotional and complex. That’s where our experience in estate and succession planning can really help you.

Estate planning, however, involves more than simply making a will. You may also need advice on making lifetime gifts, setting up family trusts or around shared business ownership. And you may need to look at related tax issues such as inheritance tax, capital gains tax and income tax. We can deal with all these areas.

Our aim is to give you sensible and clear solutions. We want to help you protect your wealth for future generations. We will work hard to understand what is important to you and your family, and help you make the right decisions.

Our experience:

Recent examples of our experience helping clients with estate planning and wealth protection include:

  • Advising a farming family on the handover of assets to their children, while retaining adequate provisions for their own needs.
  • Successfully negotiating with HMRC the availability of relief from inheritance tax on valuable assets.