Our solutions

Single people

Single persons, whether widowed, divorced or simply single, require specific advice customised to their needs.

Married couples

Protective benefits for married couples is particularly important and is a focus of our customised solutions.

Blended families

The control and distribution of assets within blended families can be complex, our solutions ensure the desired wealth transfers are guaranteed.

Co-habitating

Co-habitees frequently have inefficient tax and protective arrangements for their estates, which can easily be avoided with bespoke planing.

£2m+ estates

Estates where Inheritance Tax is a potential issue can take legitimate actions to mitigate IHT. The majority of estates of £2 million+ have inefficient estate planning arrangements.