We have long experience in advising on the preparation of wills and family trusts and in all aspects of planning for the future generations.
We provide a straightforward service in the provision of tailor-made wills to suit all.
We advise on the benefits of granting a Power of Attorney to cater for occasions when you are unable to look after your own affairs, however temporarily. Fact Sheet about Powers of Attorney.
We provide clear advice about Inheritance Tax and Capital Gains Tax generally and a variety of planned measures which can be taken to mitigate these. Fact Sheet about Inheritance Tax.
Our approach is to find out about our clients and their needs and by understanding their concerns. We explain the options and endeavour to provide workable solutions for the long-term, not merely with the sole target of saving tax.
We have considerable experience of succession in small businesses, especially in a rural context or where an enterprise has been run within one family for two or more generations.
We can apply the integrated skills of our practice where situations are complex and involve, for example, considerations of family, finance, succession and taxation.
