key sectors: private capital & charities
We have advised private clients on a wide and extensive range
of matters for over 170 years. We specialise in advising entrepreneurs,
owner managed businesses, landowners, individuals and their families.
The advice is provided in a clear and manageable way with the
aim of tailoring the client's affairs in a tax efficient manner
leading to the preservation of assets and wealth, and also ensuring
the clear succession of an estate through family generations. Our tax and estate planning service involves the creation and
administration of trusts, the preparation of Wills, the use and
administration of charities and advising on offshore property
and trust issues. We also have in depth knowledge on inheritance
tax legislation, capital gains tax and income tax. We also provide a trust and estate administration service. We
guide executors and trustees through the administration of estate
and trusts, and have the experience to address and advise on
the complex issues that inevitably arise during the administration.
In addition, as part of the private client group, we have a dedicated
and specialist property team dealing with residential and landed
estate matters.
We are able to offer these services through our large and varied
private client group consisting of 4 partners and 14 fee earners,
10 of whom are members of the Society of Estate and Trust Practitioners.
The key contact is Keith Dudley.
We also have close connections and working practices with accountants
and financial advisers and other external professional contacts
both in the UK and offshore through our association with Multilaw
and State Law
Resources.
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