We see our business as the long-term stewardship of family wealth. This means not only looking after your wealth for you but also advising on how your wealth can work most beneficially for future generations and for the wider community.

The role of a family adviser is to understand and communicate how wealth can be managed and passed on in the best way possible. To this end, we work with you to understand your hopes and objectives for the next generation.

Inheritance tax can have a huge impact on the value of assets you leave behind, but careful planning in advance can minimise your exposure.

Your legacy planning is inextricably linked with your personal investment strategy, to ensure that the wealth you have worked so hard to create is protected and shared among those who mean the most to you – to create lasting and positive value for years to come.

Our core services include:

• advice and organisation of your affairs to mitigate inheritance tax;
• advice on the construction of wills;
• maintenance of gift schedules;
• ongoing calculation of contingent inheritance tax liabilities;
• advice and administration of trust arrangements;
• establishment and administration of charitable foundations.