Wealth Preservation

Whether you hold your wealth as land and property, livestock, stocks and shares, businesses or cash we aim to work with you to provide a bespoke solution tailored to your individual circumstances.  Our team can use their extensive experience to assist you to preserve and build upon your wealth for the benefit of yourself, your family or ultimately the beneficiaries of your estate.

We often recommend that we work with our clients’ Financial Advisors and Accountants to ensure you receive an effective and tailored service.

Our services around Wealth Preservation include Taxation Advice, Wills, Trusts, Partnerships, Business Advice, and Cohabitation Agreements.

We often work with clients in circumstances where advice is required in relation to existing taxation liabilities such as Capital Gains Tax or Inheritance Tax. We are also happy to provide ‘bolt-on’ consulting services to other accountants and lawyers, who may already be dealing with your affairs, and work with them in order to ensure that all ‘agricultural’ aspects are fully and properly considered.