FAQs

We work exclusively in partnership with accountants. Your client relationship always comes first - we act as a discreet extension of your service. Our role is to provide the technical depth and estate planning expertise that complements your advice, while ensuring you remain the trusted adviser in their eyes.

No. We do not cross-sell, market, or approach your clients outside the agreed remit. Our reputation is built on discretion and trust. When we work with your clients, it is always within the boundaries you set, with complete transparency at every step.

Yes. Our team includes STEP-qualified specialists and professionals with extensive experience in wills, trusts, inheritance tax planning, and business succession. We also engage in ongoing training to stay ahead of legal and tax changes, ensuring your clients always receive advice that is both compliant and cutting-edge.

The majority of our work involves estates valued will above £2M, often involving business ownership, property portfolios, family investment companies, and multi-generational succession issues. We specialise in designing bespoke structures that reduce inheritance tax, protect assets from risk, and ensure wealth passes smoothly across generations.

While many solicitors can draft wills or trusts, our focus is on strategic estate planning. We integrate inheritance tax planning, succession, business continuity, and family wealth protection into one cohesive plan. Our expertise goes beyond document preparation; it's about creating long-term strategies that anticipate future challenges and secure lasting results.

Yes. Many of our clients have international ties, second homes abroad, or blended families with competing interests. We are experienced in designing solutions that navigate these complexities, ensuring tax efficiency, fairness, and clarity in even the most challenging circumstances.

Confidentiality is at the core of our services. We use secure systems to manage data and documents, collaborating only with approved professionals when necessary. We never share information beyond what is essential, ensuring you and your clients can trust us completely.

We start with a confidential consultation to understand your client's needs. Together, we outline a bespoke strategy. You stay involved throughout, with clear reporting and updates, so you can see exactly how the plan is progressing. Once implemented, we provide ongoing support to adapt strategies as legislation or client circumstances change.

We combine wills, trusts, Family Investment Companies, and Lasting Powers of Attorney into cohesive, long-term strategies. This ensures that wealth is protected during your clients' lifetimes and transitions smoothly to future generations, while minimising tax and safeguarding family harmony.