In dealing with private clients – either individually or as married or co-habiting couples – we provide a confidential and personally tailored service. This usually involves preparing a Statement of Affairs which outlines full details of individuals’ financial and personal circumstances. From this, according to their needs and aspirations, we are able to assist clients with planning for the future as well as having a framework for tracking changes as they are made or occur.
Part of the exercise involves providing advice for mitigation of Inheritance Tax and Capital Gains Tax. We can also prepare Wills and, if required, Trusts for tax mitigation or for the protection of family members, plus
Lasting Powers of Attorney
and Living Wills. We are highly experienced in the administration of Trusts and, if needed, can provide assistance with Income Tax. We are particularly skilled in assisting clients whose affairs span more than one geographic territory.
