For clients with significant wealth and responsibilities passing these on to future generations is a key priority and one that needs careful consideration. It’s important to ensure that assets are distributed according to the wishes of the client and in the most tax-efficient way. The consequences of inadequate estate and succession planning can be disruptive and distressing for intended beneficiaries.

Our Wealth Review service involves a comprehensive fact-find process and an in-depth analysis of our client’s individual estate, their personal circumstances and the future needs and direction of their business and family.