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trusts, wills and estates

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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 a chartered accountant (including four full Society of Trust and Estate Practitioners members) - based in Birmingham 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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