Our services

Advice first. Documents where the plan needs them

Eight clear services, led by inheritance tax, trust and Estate Preservation work. Choose the closest fit, or book a discussion if the right starting point is not obvious.

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01FLAGSHIPinheritance tax & Succession PlanningWork out the exposure, compare the options and leave with a plan that can be implemented.02FLAGSHIPTrust Planning & CoordinationFind out whether a trust solves the problem before paying for a deed.03FLAGSHIPEstate Preservationinheritance tax planning, wills and LPAs delivered as one coordinated engagement.04DOCUMENTSWills & Lasting Powers of AttorneyProfessionally drafted documents for families who need the legal foundations put in place.05SPECIALISTExecutor AdvisoryFocused direction or ongoing support for executors dealing with a complex estate.06SPECIALISTCross-Border CoordinationUK coordination for estates involving assets, family or advisers in more than one country.07SPECIALISTShariah-Informed Estate PlanningUK-valid wills and succession planning informed by Islamic principles.08ANNUAL PLANSEstate Care & Advisory ReviewsDocument care or a full annual review for an inheritance tax, trust, cross-border or Estate Preservation plan.