Protecting wealth and ensuring it is passed tax-efficiently to the next generation requires specialist planning. We advise on Wills, the use of trusts and investments offering exemption from Inheritance Tax.

We advise on all aspects of pension planning for individuals and companies. This includes specialist areas such as commercial property purchase through SIPP and SSAS, and options for taking pension benefits tax-efficiently.

We provide solutions for investors seeking capital growth and income with a full range of tax-efficient products ranging from ISAs, Unit Trusts and Investment Bonds to Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS).

We offer planning solutions for clients seeking to protect the value of their business in the event of death or illness of key staff.

Shareholder and Partnership Protection will also ensure surviving family and business partners are adequately compensated in the event of the owner’s death.

We can arrange protection contracts for individual and family cover, personal and business loans, with benefits paid on death or critical illness. Advice is also provided for trust planning to ensure benefits are received tax-efficiently.