Wealth & Tax Management
Working with you and your advisors, we can offer bespoke, practical and clear-thinking solutions to wealth and tax management issues.
We have solicitors that are members of STEP who sit on their national committees. We also have those who are members of SFE including a founder member and those who sit on their local committees. We have representatives who sit on the HMRC agents advisory panel and this ensures that we have the most up to date solutions for any requirements you may have.
Our expert team can help you with:
- Tax mitigation, planning and advice
- Trust creation, administration and termination
- Complex probate administration
- Wealth preservation and transfer
- Intergenerational planning and support
- Advice regarding trustees’ responsibilities
- Powers of attorney and issues involving incapacity