With family structures becoming ever diverse, no two clients, nor their objectives, are the same. We pride ourselves on asking the right questions (in a non-intrusive, personable manner) about you and your estate to clearly identify what matters to you. We then apply our sound technical expertise to provide advice or prepare documentation specifically tailored to achieve your goals. By instructing us to assist with your Wills and lifetime planning, we will ensure that you avoid any of the common pitfalls of ‘doing it yourself’.
We have extensive experience acting for high net worth individuals both nationally and internationally, business owners, farmers and land owners. We encourage a multi-generational approach, often working for several generations of the same family. This lessens the risk that the plans you have carefully made during your lifetime do not go to waste once your wealth is passed down to future generations.
We appreciate that our advice often requires input from your other trusted advisers and we often collaborate with accountants and financial advisers to ensure a joined up approach is taken in dealing with your personal affairs.
No-one can predict the future and sometimes even the best laid plans go awry. Whilst early planning is always better, if you find yourself in a situation that requires urgent attention, we pride ourselves on offering a calm and efficient service to achieve time-sensitive outcomes.