Planning for the future involves more than ensuring your own financial security—it also means preparing for the smooth and efficient transfer of your assets to those you care about. With our specialist knowledge of tax planning, we deliver comprehensive, tailored solutions that help you navigate complex tax issues with confidence and peace of mind.
Our private client consultants support individuals, families, entrepreneurs, and business owners, complementing the wider services we provide to our clients.
Wills
A Will is one of the most important documents you will ever sign. It allows you to decide who will inherit your assets, appoint guardians for minor children, protect vulnerable beneficiaries, establish trusts to reduce inheritance tax, and safeguard family wealth for future generations.
Our consultants offer a fully bespoke service. Whether you require a straightforward Will covering your UK assets or a more complex structure incorporating tax planning and trusts, we can prepare a Will tailored to your unique circumstances and objectives.
Trusts
Trusts offer a flexible and tax-efficient method of protecting and managing your assets. We advise settlors, trustees, and beneficiaries on all aspects of trust governance and administration. Our team also specialises in designing bespoke trust structures to reduce inheritance tax, preserve wealth, and support long-term succession planning.
We have particular expertise in establishing tax-efficient property trusts for investors and owners of second homes.
Wealth and Inheritance Tax Planning
We have significant experience developing tailored estate plans for families, business owners, and both UK resident and non-resident individuals. Our work includes creating trust structures during your lifetime or through your Will, as well as advising on lifetime gifting and wider tax planning strategies.
Charity and Philanthropy
For clients wishing to make charitable gifts or establish charitable organisations in the UK or overseas, we provide guidance on the formation, governance, and administration of charitable companies, trusts, foundations, CIOs, and social enterprises. This support can be integrated into your broader estate planning or offered as a separate philanthropic service.
Lasting Power of Attorney
A Lasting Power of Attorney (LPA) is essential for ensuring your financial affairs and personal welfare are managed if you lose mental capacity. An LPA enables you to appoint one or more trusted individuals—such as family members or close friends—to make decisions regarding your property, finances, health, and care.
Having an LPA in place can also avoid the cost and delay associated with applying to the Court of Protection. We assist with preparing both types of LPA and can act as your certificate provider where required.
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