Complex trust structures, simplified. Inheritance tax, minimised. No one brings greater clarity to estate planning.

Trusts & Estate Planning

The tax rules surrounding trusts and estate planning are complex. Our specialists are highly experienced in these areas and can advise you on how to minimise your tax liabilities. Overseas trusts can be particularly complex. Our team of experts can guide you in this area.

Inheritance tax can be a costly financial burden. We can advise you on smart financial planning to minimise the impact on your estate and ensure the process is as stress-free for your beneficiaries as possible.

Trusts are versatile structures which can help protect your wealth, ensure financial security for future generations and provide peace of mind that your assets will be managed in accordance with your wishes. The sooner we help you make these arrangements, the more you and your family can benefit from available tax planning opportunities.

We prioritise understanding your financial goals, both in relation to planning your own future and securing a legacy for your beneficiaries.

Key contacts

Stevie Heafford

07748 537469
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Tim Walford-Fitzgerald

020 7380 4927
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Contact us

We’d love to hear from you. To book an appointment or to find out more about our services: