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Trust & Estate Planning

It makes sense to plan for the future, whether it is for yourself or your business. Tailored wealth succession planning enables a smooth transition to the next generation. It also helps minimise tax liabilities.

“I find the Trust Manager who I deal with very professional in their work, and they deal with matters in a timely manner.”Lawyer, Private Client
Our team has many years' experience advising on trusts and estates at all stages of their lifecycle. Our client base varies from the very large and complex trusts and estates to trusts and estates holding a small number of assets.

We can advise on techniques to mitigate inheritance tax on personal wealth, family businesses and investment portfolios. In particular, we have considerable experience in the use of trusts to assist in tax and succession planning and have developed a proactive approach to trusts that is based on efficient administration and timely planning.

We are involved in advising executors in all aspects of estate administration. We work closely with solicitors to ensure that all compliance matters are completed in a timely and efficient manner.

Estate planning is not solely about tax and we adopt an integrated, common sense approach, helping to ensure your own financial needs are met and to avoid giving away too much too soon.