We are highly experienced in advising on the legal issues surrounding Wealth Management, Trusts and Wills.
With advance planning we assist our clients in passing their wealth and assets in a tax efficient manner to those they wish to benefit, both during their lifetime and after their deaths. Careful drafting of Wills and Trusts is necessary to avoid legal and tax problems in later years.
Our team works closely with our clients, and if requested, their financial advisors, to bring matters to a conclusion in the most timely and cost-effective manner possible whilst still attending to our
clients’ individual needs.
We provide advice on matters including:
– Wealth Preservation & Asset Protection
– Wills
– Trusts
– Charitable Trusts
– Fiduciary Disputes
