Wealth & Inheritance Tax Planning

We understand the importance of preserving family wealth and providing for loved ones in the longer term. That understanding allows us to add greater value when working with individuals and families to help them preserve, develop and distribute their wealth during their lifetimes and after their death.

Our private client team has significant experience in advising international families and residents on estate planning matters and in putting related estate and tax planning structures in place.

Through the use of bespoke lifetime tax planning strategies and tailored estate plans, our private client team can help you mitigate potential inheritance tax liabilities and preserve your wealth for future generations.

Our aim is to provide a tailored package to meet our clients’ individual needs, that can adapt over time and take account of their changing circumstances.