With a focus on providing clear, practical advice, we support our clients to protect their assets and plan for the future.
Our private client team acts for a broad range of clients including business owners, directors, family businesses and high net worth individuals.
Estate planning can be a daunting prospect but we take time to fully understand each client's particular circumstances, expectations and objectives. We cut through complexity to ensure individual and business needs are met in the most tax efficient way.
Our key areas of specialist expertise include business succession planning, management of Trusts and tax planning. We also advise on Wills and Powers of Attorney, planning for the elderly, care costs and all areas of Executry work.
To discuss how we can support you and your business, please get in touch.