Whilst much of our work looks to mitigate the tax liabilities that arise within a business, our tax experts also assist many individuals in managing their personal wealth.

We have significant experience of advising on and implementing trust structures, created either in a Will or during lifetime, and ensuring the ongoing tax effectiveness of existing trust structures.

Effective and robust tax planning has always been important to our “private clients”. We work on a daily basis with private clients exploring options on how best to make their wealth work for them and ensuring that they continue to be compliant with latest HMRC legislation. We work with business owners and high net worth individuals and families who are seeking an adviser to help them structure their personal and business affairs in an efficient and compliant manner.

We will work with you, your family or your business to ensure you have the correct structure in place to ensure that you have maximised all tax reliefs and therefore minimisied the tax that your family will need to pay.

How can we help you?

We listen carefully to the needs of our clients and work to deliver practical, bespoke advice, tailored to your family’s priorities.

We deliver a comprehensive set of services including:

  • Inheritance tax planning
  • succession planning
  • Will planning
  • trust services & planning
  • tax compliance
  • family business advisory

If you would like to discuss further how we can help with any of the above, contact us by clicking here or alternatively contact a member of the team.