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 and Financial advisers to tailor make individual solutions for individual 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.
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Testimonials
"David Lunn was extremely thorough in making sure we understood everything about the Power of Attorney's for which we were very grateful. He was very patient."
Mrs H, Private Client. August 2017
