Taxation – we work with clients at an early stage to establish and plan for tax liabilities. By reviewing circumstances and structuring transactions tax efficiently, we can reduce the tax that is paid. International – we advise clients with interests both onshore and offshore, particularly in the areas of domicile and residence and where assets are held by offshore trustees. We support clients coming to or leaving the United Kingdom on a broad range of financial matters.

Trustees – we advise trustees on their financial affairs, their relationship with beneficiaries, the impact of taxation and the presentation of financial information. We also act on behalf of individuals or families who require the involvement of a professional trustee. Investment – we assist in the selection of investment managers and in monitoring investment performance. We review investment managers’ mandates and asset allocation ratios, and can put cash to work when not invested. Financial advice – we review pension arrangements and life assurance provision to ensure your long term needs are met.