Landed / Family Estates

We have an enviable range of family estates for which we act. This can be from basic compliance services through to long-term planning for the estates and future generations. We hold influential positions (such as trusteeships) in many of the organisations for which we act.

We advise all estate owners – whether private, corporate, or trustees including charities. Our advice covers all the major aspects affecting owners from thorny succession planning matters, capital taxes mitigation, VAT and heritage issues to everyday compliance issues. We add very valuable and proactive support to the commercial side of your business.

Working with other advisers, such as private banks or family lawyers, is essential in delivering a proactive, all-round service to you. We have excellent relationships with a number of other advisors, some of which we have been working with for many years.

We also offer a “family office” facility meaning that you can outsource much of the day-to-day financial aspects of your estate to us, knowing that things are being looked after by trusted advisors who know you very well and understand the aspirations you have for both you and your family.

Contact us today

 

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Contact Information

Banbury Office:

+44 (0) 1295 688 287
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Birmingham Office:

+44 (0) 121 784 5818
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Cirencester Office:

+44 (0) 1285 655 955
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Leamington Spa Office:

+44 (0) 1926 431 143
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We are registered under ICAEW and have PI Insurance.