We have advised families over many decades as to how to manage their assets to maximise their potential. We are happy to undertake a pivotal role in working with Accountants, Investment professionals and Financial Advisers to tailor-make personalised solutions for clients through carefully structured lifetime trusts and wills. We can fine-tune and preserve control where it is needed. We can also advise how best to ensure that beneficial enjoyment of assets attaches to the right people and at the right time, all the time bring fully aware of the taxation minefields that surround this area of law.
Our specialist team of solicitors and tax experts can help you with:
Partner and Head of Private Client
“I have found Caroline both very knowledgeable and very helpful. Her advice is also very practical, which is invaluable when dealing with complex estate matters.”
Chambers HNW Guide – 2023
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