ESTATE AND TAX PLANNING

We are specialists in the fields of lifetime and post-death tax planning and the administration of trusts and estates. We work from the basic principle that tax avoidance measures should be convenient and not require fundamental changes to a person’s way of life.

Our lawyers are highly experienced and provide a professional yet friendly and personal service; our concern is to ensure that each individual has appropriate and ongoing support and advice in respect of the management of their affairs.

We also have links with reputable Independent Financial Advisers to whom we can confidently refer clients who are in need of financial tax avoidance products and/or general financial advice.

Our services encompass both UK nationals and also other nationalities who are living in the UK. Foreign residents or UK nationals living abroad are often subject to the laws of more than one country and we are accustomed to liaising with specialist lawyers and accountants overseas in order to set up structures to optimize their global position, including sheltering UK assets in offshore jurisdictions.

 

 
   
Team Leaders
Philip Carter
p.carter@grm.co.uk
 
Ian Bowyer
i.bowyer@grm.co.uk

Team members
Michael Parnell-King
Olivia Cooper
Muna Jallow
Francesca Vella
 

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