Business Protection

If the owner of a business is unable to make decisions through illness or an accident, it can cause catastrophic problems for the business. Planning…

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Business Owner Services

Buying or selling a business is an important decision. As well as the immediate business decision, it also requires a review of your own personal…

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Cross Border Planning

We have an in-depth knowledge of providing advice on international matters. Our advice covers people with families living abroad, second homes or off shore assets.…

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Court of Protection

The Court of Protection’s role is to look after people that do not have mental capacity to make decisions for themselves. If a person does…

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Family Office

For a truly unique and specialised service, we offer a discrete service tailored just for you. Working with our network of trusted advisers, we provide…

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Intergenerational Planning

Passing wealth between generations is the key consideration for successful individuals and families. We work with you to create an approach that is uniquely tailored…

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Lasting Powers of Attorney

Lasting Powers of Attorney are a way of choosing someone to make decisions for you when you are unable to make decisions yourself, for example…

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Succession Planning

Passing wealth to the next generation is the key consideration for successful individuals and families. We work with you to create an approach that is…

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Tax Planning

Understanding the impact of taxes such as inheritance tax is a cornerstone of good planning. With an increasingly complicated tax system, both in the UK…

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Trusts

In their simplest form, trusts are gifts with conditions attached. They can provide a very flexible way of wealth planning and can provide an element…

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Wills

Wills are more than just a way of giving away money, they are a way of passing on memories and treasured possessions between generations. They…

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We look forward to working with you