Legal & Tax Planning

Our legal and tax planning service covers all areas from will writing and estate planning to complex tax structures.

Our relationship

How any financial decision correlates with a client's tax or legal position is one of the most important aspects of planning. We always review the implications of any advice and work with our clients to promote the most efficient solution.

Want to know more?

If you would like further information on our Legal & Tax Planning services or to be contacted by one of our experienced advisers, please get in touch. You will find all our contact details via the 'Contact Us' tab

Tax and estate planning is not regulated by the Financial Conduct Authority.
Will writing is not regulated by the Financial Conduct Authority.
Conveyancing is not regulated by the Financial Conduct Authority.
Trusts are not regulated by the Financial Conduct Authority.
VCT’s are higher risk investments and should only be entered into by experienced investors.
The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.