Private clients

Estate planning

When you have spent a whole lifetime building up your personal wealth, you want to think that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the Taxman.

Personal tax planning

As tax legislation grows in complexity with each year's Finance Act, with financial penalties for getting it wrong, the beleaguered taxpayer needs all the help he can get.

Retirement strategies

These days, with increasing life expectancy and advances in healthcare it is not uncommon for people to live for twenty to thirty years after they retire.

Self assessment

Self assessment can be a time consuming and often confusing business for busy individuals.

Trusts and executorships

Trusts are extremely useful instruments for tax planning purposes.