Estate planning

You have worked hard to build a substantial financial legacy. We can assist you in preserving and transferring this wealth to future generations, ensuring their financial stability and prosperity.

Our specialist estate planning advice is designed to help you maximise your wealth and minimise inheritance tax.

Our services include:

Personalised Estate Planning: We develop tailored strategies to meet your specific needs and goals.
Tax-Efficient Solutions: We provide a range of options, including trusts and insurance, to potentially minimise the tax burden on your estate.
Lifetime Gift Strategies: We can advise you on the most effective ways to transfer assets.
Family Investment Company Portfolios: We specialise in building customised portfolios for Family Investment Companies.

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TESTIMONIAL

“Matthew used his extensive knowledge of funds to set up a well balanced portfolio and has made changes in the light of foreseeable events.”

Secure your financial future

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Risk management

Investment portfolio management

Pensions and retirement planning

TESTIMONIAL

Secure your financial future