In the increasingly complex world of investment and tax, every business owner and individual needs to have specialist advice to ensure that wealth management planning is at the heart of their strategy.
Planning advice need not be hugely complicated and our specialist team has helped individuals and businesses both large and small to maximise and protect their hard earned assets.
We pride ourselves in giving our clients a comprehensive service, with understandable and relevant advice for the present and future. We will support you in all aspects of managing your wealth, including estate and tax planning, business succession, charitable giving, trusts and asset protection, and powers of attorney.
Our expertise includes:-
Tax and Estate Planning
- Tax efficient Wills
- Creating and implementing solutions for individual and business clients to reduce inheritance tax, capital gains tax and income tax by structuring investments, property and business ownership and maximising tax reliefs available.
- Creating, administering and terminating trusts and advising on the legal and taxation issues during their operation.
- Bespoke estate planning reports.
- Will trusts to manage and protect your estate.
- Lifetime trusts.
- Structuring your investments for asset protection.
- Powers of Attorney to enable the ongoing management of your financial and business affairs.
- Advising on difficult issues involved in the management of family businesses, their tax efficient structuring and succession planning.
- Advising on investment structures before, during and following the sale of your business.