Although the commercial side of our work has grown significantly, we have always retained a capability to advise individuals and families in their personal as well as business capacities at a time when other firms have let tax & trust work go. So we can offer you the experience of having assisted, for generations, a wide variety of personal clients who have shared their aspirations and problems with us and who we have helped secure their goals.
Our starting point is always your own needs and objectives and how to achieve these in a cost effective way.
We always recognise that what you care about is the careful handling, investment, defence and preservation of your private wealth, whether in the form of property or liquid assets; and among the range of work we can undertake for you is the following:
- Tax and Estate planning
- The deployment of capital assets through commercial ventures
- Family-and owner-managed businesses
- Wills, Lasting Powers of Attorney and Living Wills
- Trust formation and management
- Probate administration for both UK and overseas clients
- Formation and administration of charities
- The buying and selling of residential, commercial and agricultural property