Our understanding arises from our long history of working with individuals who are generating, maintaining or passing on their wealth.
We assist with planning for lifetime tax issues such as income tax and capital gains tax; asset protection; succession issues to pass the wealth on to the next generation, particularly inheritance tax and gifting; pre-empting and preventing family conflict; and also the day to day trials and tribulations of life.
We offer the most up-to-date knowledge of the latest tax reliefs, planning and methodologies available so that you are always assured of the best advice available.
Every client receives a highly personal service to reflect your unique circumstances and we work closely with you to deliver pragmatic and flexible advice to mitigate tax liabilities and maximise opportunities for tax relief. We do not believe in schemes but take a bespoke approach to resolve your tax, inheritance and succession issues and help you achieve your objectives in a cost-effective manner.
We offer expert advice on:
- Asset protection guidance on dealing with HMRC
- Inheritance tax
- Succession planning
- Tax planning
- Tax exemptions for works of art and heritage property
We aim to keep our fees competitive and will give you a quote at the start of every transaction so that you know what the bottom line figure is and there are no nasty surprises.
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