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Our Private Client Experience

  • working with the CEO of a global brand to align their succession planning with their business interests
  • setting up tax-efficient structures for an entrepreneur who wanted to keep control over business assets while mitigating inheritance tax liability
  • assisting a family business to align the goals for the business with the expectations of family members some of whom were involved in the company and some who were not
  • advising on an efficient way of equalizing assets for a family who needed to pass on many of the assets through the rules of primogeniture but who wanted their other children to receive an inheritance
  • advising on the setting up and running of charitable structures in England and outside England for a wealthy family
  • utilising Business Property Relief and Agricultural Relief for a land-owning family with diverse business and farming interests


We always deliver a high quality of service to all our clients. We believe thats why our clients love to work with us.