Our clients share a common trait – they work extremely hard to grow their estate and achieve financial security.

Our aim is to ensure that the results of that hard work are protected and available to pass on through the generations, as intended. In order to do that, we seek to understand your vision and objectives for your future, for that of your family, loved ones or the philanthropic issues that you care about.  In partnership with you, we can then tailor a bespoke step by step plan to realise those objectives and bring that plan that to life.

Our Private Wealth team are experts in UK estate and tax planning. They will guide you through the options available to you to protect your wealth, provide for your intended beneficiaries, benefit cherished causes; and in the most tax efficient and practical way. Typically, this might include any of the following;

  • Wills
  • Creation of trusts for tax or asset protection planning
  • Lifetime gifting
  • Capital tax planning (including inheritance and capital gains tax)
  • Powers of attorney

Unexpected lifetime events (early death, illness, bankruptcy and divorce, to name a few) can put the wealth of the unprepared at risk.  We want to future proof your estate so that you can focus on continuing to grow it and ultimately enjoy it during your lifetime, safe in the knowledge that you have put in place a robust estate plan, tailored for you, expertly crafted by us.

To take the first step, get in touch with us to begin a conversation.