Legal & Tax Advice?
Getting the right advice is only possible if you talk to the right people. We have a good working knowledge of many matters but we believe it is vital to seek assistance from all relevant experts when making important personal and business financial planning decisions. The amount of information now available on the internet encourages making ‘DIY’ financial, tax and legal decisions but we strongly recommend formal and professional advice in such key areas.
There is no point planning without the confidence this will actually be effective in the future, or for your family/successors to only discover much later that it was not.
Tax & Business Planning – expert knowledge and planning is vital so whenever possible we are happy, indeed prefer to work with you and your accountant. We have many mutual clients particularly with Mapus-Smith & Lemmon LLP
Legal - We regularly work with local solicitors that help our clients with many areas of planning, including:
- Wills & Probate
- Estate Planning
- Personal & Business Lasting Powers of Attorney
- Loans/Gifts to family
- Divorce & Family disputes
- Business protection arrangements (Partnerships & Limited companies)
- Business acquisitions or sales
- Property transactions etc, etc