Personal

Matters

Wills, Probate, Trust and Tax

We are committed to understanding the unique needs of each client and their family and tailoring prompt advice to meet them.

We are proactive and willing either to undertake matters for clients, or work with clients who wish to progress matters themselves, their accountants and financial advisors.

Our approach ensures that all clients receive the level of assistance they wish and can have confidence that their affairs have been comprehensively and cohesively dealt with.

Our services include:

  • lifetime tax planning and asset protection
  • trusts and Trust Administration
  • lasting Powers of Attorneys and Court of Protection
  • accounts and Tax Returns
  • wills and inheritance planning including family businesses and landed estates
  • probate and Estate Administration
  • living Wills and Advance Directives