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Most owners of land, businesses or other assets are concerned about how their families will cope when they are no longer around to manage these assets. This is a highly complex area and expert advice is vital. From financial and tax planning to the succession of your business or estate, our team will work closely with you and other professionals to provide tailor made solutions to protect your family's ownership. Our goal is to guide you through the labyrinth of legislation and alleviate your concerns through effective and timely planning.

  • Our clients – families, wealthy individuals, land owners, entrepreneurs, investors, trustees (from individuals through to offshore trustees), accountants, independent financial advisors and other professionals, both on and offshore.
  • Our experience - an established team which has for many years acted for wealthy individuals and professionals. 
  • Team of nine specialist lawyers and two chartered accountants (including six full Society of Trust and Estate Practitioners members) - based in London and Nottingham but working nationally. 
  • Specialist legal service - wills, tax planning, succession and estate planning, trust advice and administration, probate and powers of attorney, specialist advice on commercial trusts and non-approved pension schemes. 
  • Specialist trust advice for tax advisers and professional trustees - complex will and trust drafting, advice on all aspects of trust law, contested estates and trusts, court applications, professional trustee services (either on an individual professional basis or via our UK trust company).

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IR35 Tax update - hear from Andrew Noble

Andrew discusses changes to IR35 tax rules which are due to be implemented in April 2020

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Legal updates

Foster carers are not ‘workers’ according to the Employment Tribunal

For anyone who has followed the evolving case law in the social care sector, this title is likely to raise some questions. Most notably, “What about the decision in Armes?”

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What type of will is best for me?

Koren explains how you can get the best type of will structure for your circumstances and the different elements you should think about before setting up a will.

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Why would I set up a lifetime trust?

Lifetime trusts are especially useful for estate planning. Lucy gives you an introduction to lifetime trusts and helps you consider whether this is appropriate for you by highlighting how they work, the different options, what the limits are, and what could be taxable.

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