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Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.

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Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.

Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.

Find out more
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CASE study

Termination of a Relevant Property Trust

Lauren has been asked to advise and deal with the termination of Relevant Property Trusts. This includes; drafting the necessary trust deeds to terminate the settlement, completing Inheritance Tax calculations and forms as well as closing the trust on The Trust Registration Service and drafting with the final Trust Accounts and Tax Return.




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