Wealth Management

Wealth Management

Our approach to wealth management and succession planning is not only to ensure your business and personal wealth is protected for future generations but also to ensure financial security during your lifetime.

  • Succession planning.
  • Inheritance tax mitigation; ring fencing family assets and preserving family wealth.
  • Safeguarding the transfer of family businesses and companies.
  • Advice on efficient structuring of family assets.
  • Tax and Trusts management ensuring compliance and trustee protection.
  • Tax planning.

Strategic wealth planning is not just for the super-rich. It is to safeguard anyone’s hard earned valuable assets against possible future risks such as bankruptcy, care fees, divorce and unnecessary taxation, and to provide for financial security for dependents.

Our specialist solicitors will focus on your financial well-being as an individual client and work to provide bespoke solutions for you - ensuring not only that you are protected during your lifetime, but ultimately to the smooth transfer of your wealth to future generations.

Various options to control assets via :-

  • Power of Attorney.
  • Pre and Post Nuptial Agreements.
  • Lifetime Trust.
  • Cross Option Agreements.

We take the time to understand your financial and family circumstances, to understand your individual requirements for today and the future, then, we work to offer clear, practical advice on protecting financial resources whilst maintaining flexibility -  as you never know what’s around the corner. We work with you to explore a variety of legal solutions from carefully structured wills, trust vehicles and family agreements in tandem with advice from your financial adviser or accountant.

We have detailed knowledge to help you reduce taxes payable on estates after death by preparing Deeds of Variation in relation to those estates within the relevant time scales.

Our wealth management helps you plan for the future so that you can manage your wealth in the way that you want.