We offer effective and bespoke wealth preservation advice to our individual and business clients.
Our team has extensive experience in how best to structure your assets to preserve wealth for future generations.
We are able to help clients with all aspects of tax and estate planning using Wills, trusts and lifetime gifting. We advise on asset preservation for the vulnerable, particularly the elderly and those who have suffered a brain injury.
Our business clients find our service refreshingly commercial, working closely with the Business team to give a complimentary service on all personal implications of business transactions.
We often work with our clients’ financial advisors and accountants to ensure that our clients have an effective and unified service.
For more information please contact Nadia Cowdrey at our Brighton office, Adrian Bell at Hassocks or Emma Redford at Henfield, or complete our online enquiry form.
Or why not download one of our free PDF fact sheets;