We offer a full review of your IHT and estate position with a view to minimising the overall Inheritance Tax liability. We will ensure that you make the best use of all of the available IHT reliefs and allowances.

All our clients, especially our high net worth clients, can utilise our close working links with a number of banks, independent financial advisers and investment managers in order to protect and increase their wealth.

Trusts provide a flexible structure for protecting family assets. Often they are essential for constructive tax planning. They can equally be useful in preserving family assets in a wide range of circumstances – children not yet mature enough; fragile marriages; physical and mental deterioration with age; unexpected windfalls.

Our trust department assists with the administration and compliance requirements for over 120 family trusts of various types and size.