Tax consultancy to private clients

Estate planning and probate advice

Taxation can have a significant impact on your wealth, with knock-on effects such as serious anxiety about whether you and your family will have enough to live on.  We can provide detailed, specialist tax planning to organise your assets in a tax-efficient way, including wills, trusts, estate planning and probate.

What we do

We can advise you on all manner of taxation and trust issues, including:

  • Planning and managing you capital and personal taxes
  • Managing family trusts
  • Creating wills
  • Managing probate and estates
  • Advice on business and succession planning
  • Specialist representation on disputes with H M Revenue & Customs
  • Tax compliance
  • Tax returns

Why choose us?

  • We really understand both the accountancy and legal aspects of family wealth, with years of experience of rearranging affairs in the most tax-efficient manner.
  • We understand the risks involved in artificial schemes and direct our clients away from them.
  • We are well equipped to handle disputes with H M Revenue & Customs, even to the point of representation before the Tax Tribunal.
  • You will always receive a service that is discreet, confidential and totally bespoke.  We pride ourselves on the close relationships enjoyed with clients, many of whom have been with us for many years.

Let’s work together