What We Do
The main focus of the firm’s work is to help our clients acquire, manage, safeguard and pass on their family wealth. To that end, we advise on a wide range of personal, legal and financial issues, including: -
- Land and Property
The purchase, sale and letting of houses, farms and family owned commercial property; residential letting; and equity release. - Wills and Succession
The preparation of Wills, as well as related succession issues, such as: life assurance and pension trust and nomination arrangements, legal rights, etc.; Inheritance Tax mitigation; administration of executry estates; Deeds of Variation and testamentary trust administration. - Asset Protection
‘Special needs’ beneficiaries – underage, disabled, spendthrift, badly married, addicted; 2nd marriages – protection by trust or contract; business risk; capital taxes planning – capital gains tax and inheritance tax; care fees planning; investment advice. - Personal Taxation
Personal income tax, capital gains tax and capital taxes planning – capital gains tax and inheritance tax. - Financial Services
Investment advice; life and pensions; mortgages. - AgeCare
The family home; general and welfare Power of Attorney and Guardianship; state benefits; Wills and succession; Investment; Personal Taxation; AgeCare Register.
What We Don’t Do
We believe in sticking to what we are good at and not dabbling in areas outside our main focus. Whilst we do not conduct the following types of legal work, we maintain close links with other expert practitioners who we can introduce to our clients when the occasion demands.
- Corporate work
- Large commercial property work
- Matrimonial work
- Litigation
- Criminal work
- Legal Aid
