Personal Tax & Estate Planning

Providing tax advice to private individuals and their families to protect their wealth today and for the future.

We are trusted advisers to a range of wealthy individuals and their families, helping them to manage their often complex tax affairs around wealth and assets held in the UK as well as internationally.

We provide a bespoke and discrete service tailored to your requirements and covering the full range of business and personal taxes that may impact.  Our specialists have in-depth knowledge of and regularly advise on tax issues including: 

  • Estate planning for inheritance tax purposes
  • Residence and domicile issues 
  • Capital gains tax exposure on UK and overseas assets
  • Maximizing the availability of business assets disposal relief, business property reliefs and agricultural property reliefs
  • Withholding taxes on overseas assets
  • The formation and administration of private family trusts.
  • Succession planning and passing on family wealth
  • Advice on tax efficient investment in UK real estate and UK businesses by overseas investors

Our team of tax specialists also supports our clients with their tax compliance requirements, liaising with tax authorities in the UK and overseas as required. We can advise on representations to HMRC and on any tax enquiries or investigations, which may arise in the management of complex tax affairs.  

Get in touch

We are lawyers you can count on to deliver. If you’d like to find out more about our services and whether we can help you, click the button below and get in touch.

Our team will be responsive and accessible – a valued partner ready to assist you every step of the way.

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