Estate Planning

Planning your financial affairs for you and your beneficiaries

Our team of professionals can offer you highly specialised advice, which is required when working with the UK’s complicated tax system.

What we offer

We can help you take the next steps to plan your affairs in your lifetime, to ensure you have sufficient means to live on and leave more value to your beneficiaries.

Planning starts with a vision of what you want to achieve and how. It is then possible to put your affairs in order and planning can range from updating your Will through to structuring investments and pension plans.

Tax and financial planning are integrated and we can help you consider investments with inheritance tax advantages including, discounted gift trusts and investment bonds.

When working with you, we understand that your needs, views and objectives are built on your future goals and ambitions. Our role is to understand what is important to you so we can help you plan for the future. We do not have a ‘one size fits all’ process, which is led by financial products. Instead, we will provide you with a plan that is individual and right for you.

As part of our process, we model what your asset position will look like to show the impact of our advice, so that you have a future broad plan before making any financial decisions. This allows you to take action with the confidence of knowing our advice and expertise has mirrored what you seek.

Private Client Specialists

Meet our people >

Why work with us?

Our private client team is one of the top accountancy firms for private client in the UK.

  • Cross Team Expertise
    Cross Team Expertise

    We offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice

  • Industry Recognition
    Industry Recognition

    Recognised as one of the top accountancy firms for private client

  • International Reach
    International Reach

    We are a founder member of The International Accounting Group (TIAG)

  • Accessibility
    Accessibility

    4 Offices, London, St Albans, Rickmansworth and Milton Keynes

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