Relationships matter a great deal when it comes to wealth management. We have helped many families protect their assets and pass them on through the generations.

We understand that protecting wealth and putting in place sound succession planning for future generations involves forward legal thinking and sensible yet innovative consideration of how to deal with your assets.

By getting to know you well we can advise on how best to plan for your own needs and those of other family members.

Making a will is an essential part of ensuring a smooth transfer of assets on your death. Every individual has different requirements depending on their family circumstances and the make up of their estates. A professionally prepared will ensures that the right people will benefit in the most tax-effective way possible.

At some stage, you may become concerned that managing your own or a relative's affairs is too complex or onerous. If this is the case we can arrange a power of attorney according to your wishes.

When a death does occur there is a lot to be done. We know how to make the process as straightforward as possible. Our team deals with estates of all sizes from the modest to the high value. Some have no inheritance tax to pay while others involve detailed negotiation with HM Revenue and Customs.

Trusts can be set up either during someone’s lifetime or to take effect on death. They can hold assets until children are ready to receive them, or give financial protection to a second spouse or civil partner. During lifetime they can be a useful tool in the transfer of assets for estate planning. We can deal with not only the set-up of trusts but also the ongoing administration including investment management, accounting, tax compliance and planning.

We can help you every step of the way - a constant support in an ever changing world.

For more information please contact Colin Henderson.