Trusts are an effective way to manage and protect your assets for beneficiaries who may be unable to do so themselves, such as minors or vulnerable individuals. Under the guidance of Amy Glover, we assist with setting up and administering trusts while ensuring that trustees understand their duties and responsibilities.

Inheritance Tax (IHT) can have a significant impact on your estate. Our tax planning advice focuses on legitimate and practical strategies to help minimise your IHT liability, preserving more of your wealth for your beneficiaries.

We can provide tailored advice on Capital Taxes, including Trust Taxation and Capital Gains Tax planning and mitigation

We also provide advice on planning for future care costs and how these may affect your estate, ensuring you understand your options and the legal frameworks involved.

If you have received an inheritance or compensation, we can introduce you to carefully selected independent financial advisors to support you in making informed investment decisions.