We have advised families over many decades as to how to manage their assets to maximise their potential. We are happy to undertake a pivotal role in working with Accountants, Investment professionals and Financial Advisers to tailor-make personalised solutions for clients through carefully structured lifetime trusts and wills. We can fine-tune and preserve control where it is needed. We can also advise how best to ensure that beneficial enjoyment of assets attaches to the right people and at the right time, all the time bring fully aware of the taxation minefields that surround this area of law.
For further information about our wealth protection services, please contact a member of our Private Client team. Or call us on 0330 555 0440.
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Testimonials
“I have been extremely satisfied with the quality of your service. Everything has been explained and you have kept me informed at each stage. Your method of guiding me through the paperwork made it all very easy for me.”
Ms A, Private Client. December 2019
