Tax & Estate Planning – you don’t have to jump in at the deep end

Working closely with each client we assist in identifying core strategies enabling them to plan effectively for future life events and to minimise their taxation exposure.

Whether it is the accumulation of assets, selling a business, or future succession we will provide you with the necessary taxation advice and structures to assist you.

Estate Planning is often used to describe the orderly and efficient transfer of wealth and assets between individuals, usually family members. It covers any gift or inheritance and the careful consideration of the most tax efficient way to affect the transfer. Working closely with your Legal Advisors we will devise and implement a strategy most suited to your and your family’s needs