Trusting, Lasting Relationships & Unique Solutions

Taxation on death is a concern for many of our clients. It is our view that there is no such thing as an ‘off the shelf’ solution and our experience is that every one of our clients has their own personal concerns, responsibilities and ambitions. Solutions that work for one client simply would not work for another.

Our service is therefore very much based upon this principle and our experienced solicitors at all times focus on building strong, trusting and lasting relationships with their clients

Advice for Individuals and for Families

Our team has many years experience in advising individuals and families on tax planning issues, including the setting up and administrations of complex trusts.

Although wills and trusts are the main tax planning tools, we often assist clients in relation to gifting personal business assets during their lifetime as part of an overall tax planning strategy. We also recognise the importance of a client’s individual financial security and whilst we are creative and often utilise some lateral thinking when tax planning, we always ensure a balanced view is taken and that an individual’s own financial situation is never compromised.

When a situation calls for additional advice, we will liaise with specialist counsel, accountants and independent financial advisers in order to achieve the best solution for the individual.

Home visits to the elderly, infirm and disabled are offered as part of our commitment to client service.

Our experts have specialist experience in:

• Lifetime Tax Planning
• Trusts & Trust Administration
• Post Death Tax Planning