Whether your wealth derives from income built up during a successful career, from the sale of a business or it is inherited – one common goal should be to ensure it is protected through robust tax and succession planning.
We specialise in lifetime tax and estate planning and although not the most pleasant thing to consider, everyone should seriously think about what would happen to their family in the event of their death. Yet despite many of us saying our wealth is important to us, less than half of the people in the UK have an up-to-date Will.
This is where our lawyers can help. By focusing on preserving and ensuring wealth is transferred between generations in the most tax-efficient way, we would start by taking time to understand what is important to you. Renowned for our ‘clear, no-nonsense approach’, we can then adopt a common sense and practical approach to help you achieve it.
We can help with:
- Succession planning
- Tax-efficient Wills
- Trust creation, administration and taxation
- Income Tax, Capital Gains Tax and Inheritance Tax planning
- Probate administration
- Charitable trusts and philanthropy
- Powers of Attorney
- Living Wills
- Court of Protection applications
For more information call James on +44 (0)1223 225198 or email email@example.com
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