Private Client & Tax Planning
Our Private Client department has the benefit of decades of experience. Most of our clients have been with us for years
and have remained with us throughout our expansion and growth.
Our success can be attributed not only to the knowledge we have gained throughout the years but to the personal
service we provide to our clients and their families. Our clients are what make our department a success.
We specialise in the following areas:
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Current and future tax planning during your life and on death, including preparing Tax Returns
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Drafting Wills.
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Setting up Trusts for children and other relatives.
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Acting as Trustee for your family Trusts, including dealing with the administration and assisting with investment decisions.
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Preparing Powers of Attorney.
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Acting as executor/administrator of your estate.
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Acting for the administration of your property at home and abroad.
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Dealing with the sale of your property or that of a deceased loved one.
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Assisting with the protection of the elderly.
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Carrying out the legal work in obtaining a Grant of Probate and any related work involved.
Please contact our
Tax Planning Department for further information or if you wish to book a meeting to discuss your particular
circumstances.