Private Client Services

We are the retained advisers to many estates and rural land owners around the country. The extent of our involvement depends upon the complexity of the clients' affairs and the clients' preferences.

Drafting family charters to set out the principles on which family businesses will be run and how ownership and control will pass.

Working with single and multi-family offices for international families and advising on strategies for holding their wealth and businesses and passing them on to the next generation.

Advising non-UK resident individuals and families wishing to move to the UK on their immigration options and pre-arrival tax planning, including the creation of suitable asset holding structures.

Advising a variety of clients on the changes to the UK tax treatment of UK residential property held within offshore structures and on the available restructuring options.

Providing detailed advice and a tax opinion to an international private bank in relation to investment products being a new stream of preference shares in an offshore company to act as a wrapper for structured note and other derivative products.

Advising a major international bank on the use of purpose trust to act as security for private equity portfolio valued at $300 million.

Advising on pre and post marital agreements and asset protection.

A £55 million landed estate involving the death of a husband and wife in quick succession, heritage relief claims, re-financing and a negotiated settlement of potential claims against the estate and claims from potential beneficiaries of discretionary trusts.

Day-to-day management of a large number of private and charitable trusts including the preparation of accounts and annual tax returns as well as periodic and exit IHT returns.