Our private client team provides advice through all stages of life. We act for succeeding generations of families and understand that, whilst individual circumstances differ, a holistic and sensitive approach is essential.
We specialise in assisting a broad range of clients in relation to succession and tax planning, including landed families,in private family companies and high net worth individuals. Whilst we are pleased to see clients in our offices, we are also able and always willing to see our clients at their homes to take their instructions in less formal surroundings.
Our team of solicitors, accountants and legal executives includes members of Solicitors for the Elderly, the Society of Trust and Estate Practitioners (the internationally recognised hallmark of onshore and offshore tax planning expertise), the Charity Law Association and the Country Land & Business Association. This firm adheres to the standards of the Society of Trust and Estate Practitioners’ Will Code, a copy of which can be found HERE
OUR PRIVATE CLIENT TEAM
News & Resources
The ICAEW Wills and Inheritance Tax Conference Our experienced Private Client team co-hosted (alongside Mazars) the ICAEW Wills and Inheritance Tax Planning Conference on 19th November 2019 where we presented on the topics [...]
Following their earlier consultation exercise, the Government has confirmed the intention to proceed with the world’s first public register which will require overseas companies buying UK property to disclose who the ultimate owners of the [...]
Background This note is intended to provide a brief overview of the new Residence Nil Rate Band introduced in the Finance (No. 2) Act 2015 and the supplementary Downsizing Provisions included in the Finance [...]