We are qualified Trust and Estate practitioners with a wealth of experience having spent a combined 25 years working for some of the leading and most diversified private client businesses in the UK. Our background encompasses time spent in sectors such as the legal, accountancy, banking and trust company professions.
Our refreshing approach and cost effective solutions ensure our clients receive years of expertise and experience at a fraction of the cost.
We spend significant time on personal development ensuring that we constantly monitor and research all developments in legislation and taxation relating to Trusts, Estates and Inheritance Tax.
Our aim is to use proven planning strategies but in a modern and safe way to ensure solutions are effective and without surprise – they do exactly what they are meant to. Our services are uncomplicated and conservative aimed at ensuring that your wealth is preserved in the most cost effective way as possible.