Advising and helping families to devise and put in place their succession plans so their wishes and ambitions are clear to their beneficiaries.

Whether it is a simple transition, or your ambition is to ensure the wealth you have created will live on for generations, we will work with you to write your will and organise your estate to achieve the desire outcome.

We like to think of a will as a love letter to the people, charities, and organisations we care about.

You may want to minimize the inheritance tax exposure of your estate, protect assets from third parties, potential divorce, or bankruptcy of your children. Educating and bringing clarity on the different solutions available and the legal framework that applies is a major part of the time we spend with your clients.
Our services include:
– Will planning and writing.
– Lifetime asset protection and creation of trust structures.
– Inheritance tax mitigation planning and implementation.
– Lasting Power