Inheritance Tax and
Estate Planning
It’s never too early to think about a lifelong plan to protect your future.
Taking into consideration the changing tax legislation and your unique circumstances, we can help with practical tax and estate planning. Our team brings over 200 years of combined experience to help you build a strategy that reflects your goals and protects your family’s long-term financial wellbeing.
Supporting you to safeguard your family's future and prepare for uncertainty.
Whether you’re safeguarding your family’s future, preparing for uncertainty, or ensuring your wealth is passed on exactly as you intend, planning for the future is crucial.
We start by taking the time to understand your current position, including creating a full list of your assets and their values. This gives us a clear picture of your Inheritance Tax (IHT) exposure before any planning begins. We can also provide valuation services to support with the changes around Business Property Relief (BPR). From there, we’ll work with you to create a tailored estate plan that reflects your current circumstances and long-term ambitions.
Whether you’re UK-resident or living abroad, we offer a global perspective with a tailored approach. Our advice is practical, jargon-free, and delivered with empathy and care.
Our services
Handling bereavement and taxes simultaneously can be daunting. Our regulated and licensed experts will ensure that any estate is dealt with correctly to give you peace of mind.
Trusts are a powerful solution for managing your assets and achieving tax efficiencies, especially when it comes to succession planning. We can advise on the right trust for you.
We provide tailored tax structuring and planning advice to ensure that you’re able to realise and preserve your wealth, no matter your goals.
Our suite of services is delivered with the same depth of understanding and expertise as a family office, without fees that reflect the cost of running a bespoke company and the challenge of finding the right people to operate it.
Why work with us?
Deep expertise, delivered with a personal touch
To give you peace of mind, our partners take the time to understand your needs and are always available with expert support and guidance, whenever you need it.
Dynamic and practical delivery
We deliver clear, practical advice within six weeks, allowing you to move forward with confidence.
Connected and collaborative network
You’ll benefit from direct access to our network of experts, and we can work alongside your existing team or pull a new one together to fit your needs.
Wide range of experts under one roof
Whether you’re moving abroad, returning to the UK, facing an enquiry from HMRC, or want support managing your investments, we can help.