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Tel: 0191 250 8500


Private Wealth

Our aim is to help you accomplish the best outcome when passing on your assets in a tax-efficient way while achieving your aims.

Wealth Structuring

Whatever your situation, we work with you to provide the best way of preserving your assets and plan your succession for the next generations.

We do this through:

  • helping you decide what structure works best for you be it a trust, a family investment company, or a share division
  • creating all the legal documents to achieve your aims including trust documentation, company set-up and Wills
  • looking at the tax implications for you and your family in regard to both your lifetime planning and on leaving assets on death to help mitigate capital gains and inheritance tax, and to advise on any relevant tax reliefs available

Land Owners and Estates

Owning land comes with its own issues, particularly where there are partnerships in place or where the land will be passed down to only one member of the family. Along with our commercial property, employment and corporate teams will help you address other issues that you may face such as planning and development, looking at renewable energy, buying, selling and leasing commercial property and putting in place employment contracts and dealing with any employment issues that arise.

We can help you by:

  • explaining the different tax reliefs available to you
  • looking at tax-efficient ways to diversify the landholding
  • equalising assets among family members when only one child or relative will inherit the land
  • succession planning in relation to the estate


No one likes to think that they won’t be able to make decisions for themselves either through physical or mental illness but having the right documents in place ensures that if something does happen and you can’t make decisions, you have chosen who will make decisions for you in that event. This protects your business from being run by people who you personally would not have chosen to take that role.

Many people wait to put the right documents in place but, especially for business owners, this runs the risk of doing too little too late and jeopardising the running or even sale of the business.

We can advise you on the best way to deal with this issue to ensure that you control what happens to your personal assets and your business assets if you were no longer able to deal with them yourself.

Where someone has lost capacity without having in place an appropriate power of attorney, we can assist with applications to the Court of Protection for the appointment of court deputies.
Our team also has considerable experience of working with attorneys and deputies in undertaking tax-planning via the Court of Protection for individuals who have lost capacity and can no longer undertake such planning themselves.

Estate Administration

We guide executors through the probate process, constituting any trust arrangements that may be required, and distributing assets as required.

Where there is an inequality in a will that needs to be addressed or where there is a more tax-efficient route of distributing assets, we can advise on the best way to redirect assets to achieve the family’s wishes.

In the event that there is a dispute over the distribution of the assets, our specialist team can advise you on the process and work with you to find a solution.

International Issues

Whether you own property abroad or are in the UK for work purposes or are living in the UK but domiciled in another country, our experts can provide practical advice for dealing with assets and provide tax-efficient structuring of offshore assets.

We help clients with:

  • dealing with assets abroad
  • advising those non-resident for tax purposes in the UK about the UK tax landscape in relation to any assets they have in the UK
  • advising non-UK domiciled clients on their asset structuring
  • working with our employment team on global mobility issues that impact on personal planning
  • advising on potential claims against a Will


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