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Our Expertise

Long-standing relationships

We have advised many of our client families for several generations. We provide advice which caters for the needs and wishes of each client and family with knowledge and understanding of their history, goals and family philosophy.

Resolving disputes

We are adept at dealing effectively with difficult or sensitive issues.

Wealth preservation 

We focus on growing, protecting and transferring wealth between generations, by establishing appropriate structures and processes based on a clear understanding of our clients’ priorities.

Working as part of our client’s team

We are used to working effectively with our clients’ other professional advisers.

Our Track Record

• Advising an international entrepreneur on the tax-efficient transfer of £30m of shares in a privately owned business into trust for children in advance of an IPO. This involved asset protection considerations, securing business property relief for inheritance tax purposes and hold-over relief for capital gains tax purposes. It also required swift service in order that the transfer could occur suitably in advance of the IPO.
• Providing strategic trust and tax planning advice for a large, high-profile, family property business. Recently, this advice has included a major review of the way in which the business is held through family trusts and a complex Variation of Trust Application designed partly to secure protection for the trustees of those trusts against potential personal liability in future.
• Undertaking a Court Application under s57 Trustee Act 1957 for a series of complex family trusts owning a trading company.