Wealth Management and Tax Planning

Our specialist team are experienced in offering a broad range of advice covering things such as assistance with lifetime tax issues and those relating to inheritance tax planning and more general financial management. Our team, headed up by Miranda Marshall and Robert Howliston, have been recommended in the top tier in The Legal 500 and advise on:

 

  • Capital Tax Planning (Inheritance and Capital Gains Taxes)
  • Drafting Tax Planning Wills
  • Administration of larger or more complex Estates and Trusts
  • Asset Protection Advice
  • Wealth Structuring Advice
  • Financial Management (in combination with approved regulated advisors)

 

CLIENT COMMENTS:

“Excellent professional and friendly service.”

Wealth Management and Tax Planning Team

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