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Tax & Estate Planning

Tailored, expert advice to plan your tax and estate affairs effectively.

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Helping you provide for your loved ones is something we specialise in.

Planning for the future is unpredictable at the best of times, but with tax and estate-related legislation changing all the time it can prove virtually impossible for the uninitiated.

We offer the tailored, expert advice you need to plan tax and estate affairs effectively while meeting your legal obligations, so you can continue to provide for your loved ones when you are gone.

Our award-winning Private Client group includes lawyers who are highly experienced in tax and estate planning, understand what matters and strive to ensure your interests are protected.

Our expertise

We provide the comprehensive support needed to avoid exposure to inheritance tax and capital gains tax on your estate, assets in foreign jurisdictions, business assets, family owned companies, holiday homes, investment properties and trusts.  

Our team also offers an annual compliance service to ensure you continue to meet legal and financial obligations. This ranges from preparing trusts accounts and addressing outstanding estate taxes to managing individuals’ general affairs and offering a full administration facility to charities.

We act for a wide range of clients including individuals and families as well as trusts and trustees, executors and estates along with charitable organisations.

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