If you are now in a position where you have accumulated your wealth and want to pass it on to the next generation, we can help you do so effectively whilst making appropriate provisions for your own income needs for a comfortable retirement. We work with you and your family to ensure that your goals are met in the most tax-efficient manner.

We can help you:

• decide when and how wealth should be passed on
• prepare for future wealth if you are inheriting for the first time
• with all aspects of succession planning including Wills, setting up Trusts, setting up a Family Investment Company, advising on making gifts and donating to charity
• pass on your business to successors, ensuring a tax-efficient and commercial transition
• address common concerns such as inheritance tax (IHT) and asset protection
• educate beneficiaries on the responsibility of inheritance
• with all aspects of administration, preparation of accounts and tax returns of family Trusts and estates on behalf of both Trustees and beneficiaries.