About us
We believe in a transparent and client-centered approach to estate planning. Our goal is to provide tailored advice that aligns with your specific circumstances and future goals.
Protecting your family assets
Planning ahead with Wills and Lasting Powers of Attorney (LPA) helps protect your family’s future and ensures your wishes are respected. We guide you through each step, making sure your assets are managed according to your wishes. Discover how our expertise can support your planning with confidence.
Our Expertise
Whether you are protecting your family home, securing your business legacy, or managing international assets, we are here to help you plan for a secure future.
Pre-sale planning for business owners
We help business owners structure assets efficiently before a sale, reducing tax exposure and ensuring proceeds are protected for family and future investments.
Coordination of wills for assets outside the UK
We ensure your will aligns with overseas laws to protect foreign assets, giving you confidence that your estate is managed seamlessly across jurisdictions.
Inheritance tax reviews
We review your estate to identify opportunities to reduce inheritance tax, helping you pass on more of your wealth to your family efficiently.
Domicile and residency advice
We provide clear guidance on domicile and residency, helping you understand how your status affects UK tax and estate planning.
Establishing trusts and corporate structures
We create trusts and corporate structures tailored to your needs, protecting assets while ensuring tax efficiency and flexibility for your family’s future.
Drafting Wills to protect your legacy
We draft wills that reflect your wishes clearly, protecting your legacy and ensuring your assets are distributed according to your plans.
Setting up Lasting Powers of Attorney for financial and healthcare decisions
We set up Lasting Powers of Attorney, allowing trusted individuals to manage your finances and healthcare decisions if you become unable to do so.
Meet the team
Get to know the people who keep everything running smoothly.
