We help our clients protect what is important by putting in place the structures which are right for them, their circumstances and their families.
We work with leading financial planners, lawyers and national charities by providing a portfolio of outsourced and added-value client solutions.
We provide employee benefit solutions to businesses and can offer bespoke wills and powers of attorney to your staff at preferential rates.
It’s always advisable to make a will and be sure that once you’re gone, what you want to happen will happen. We advise on, and create, bespoke wills for our clients.
We specialise in powers of attorney. Chosen attorneys can step in if an illness or an accident leads to temporary or permanent incapacity.
Careful and sensible planning is needed to try and reduce the amount of inheritance tax payable. We advise on and implement strategies to mitigate tax.
We regularly advise our clients about the creation of such trusts to help families and future generations in a way that is tax efficient and flexible.
Trustees often wrestle with the administration of their trust. We manage hundreds of trusts on behalf of our clients and have significant experience in this area.
The preparation of a tax return can be a daunting task. We have extensive experience in the preparation of tax returns for individuals, executors and trustees.
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“Thank you very much for a very professional, informative and quick service. Would definitely recommend to friends. Special thanks to Cheryl.”
“Thank you so much, very helpful and very professional.”
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We’re here to help answer your questions. Judicial matters can be complicated, our experts are on hand to help inform you of every aspect regarding your topic.