Inheritance Tax and Estate Planning

We develop strong relationships with all of our private clients, in some cases being almost part of the family rather than external advisors. We act for many landed estates, private individuals and trusts. Services we provide include:

  • A holistic view on an individual’s or family’s wealth planning and protection
  • Advice on succession planning
  • Reviewing Wills for tax efficiency
  • Advising on the use of Trusts both as a planning vehicle and to protect families’ interests
  • Liaising with family offices, stockbrokers and fund managers, bankers and family lawyers to ensure all-round tax efficiency and simplicity
  • Advice to specialist wealthy individuals including sports people, entertainers, and professionals including solicitors, doctors and dentists

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.