Our unique combination of financial and legal services…

We place our clients at the centre of everything we do. Clients often share similar priorities, but their views on how those priorities should be pursued can be very different. We take the time to understand how you view your wealth and how you wish that wealth to be passed on.

By building strong relationships with you and with other generations of your family, we can create bespoke solutions that enable your beneficiaries to receive a significant and lasting benefit from their inheritance.

Our team offers a broad range of expertise, including succession planning, tax mitigation, trust structuring, and Will and Power of Attorney planning. We also have particular experience in dealing with Court of Protection matters and trust and probate administration.

Whether you are a high-net-worth individual, the steward of your family’s affairs, or a business owner, you will receive the personal attention and tailored advice of our dedicated lawyers, who are focused on understanding and achieving your specific objectives.

What We Offer

Inheritance Tax

and Succession Planning

Family Business

Succession Planning

Family Office



Elderly Client and

Court of Protection

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