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.
Our expertise
Our specialist team of solicitors and tax experts can help you with:
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
"The team works very well together, utilising individual strengths to provide a good level of service to clients. They provide good updates on relevant information."
Chambers HNW Guide 2020