Legal & Tax

Drafting Wills, administering estates and planning succession across generations with tax efficiency at the fore — including multi-jurisdiction co-ordination.

Lifetime gifting strategies, trust creation, business property relief, family investment company structuring, and Will preparation to reduce IHT exposure across generations.

Specialist advice on UK tax for non-domiciled individuals, remittance basis planning, residence and domicile status, and cross-border families navigating offshore trusts and foreign succession laws.

Multi-jurisdiction Will co-ordination, inheritance regime conflict resolution, double taxation relief, and US/UK planning for mixed-couple families and accidental Americans.

Advice on CGT, Entrepreneurs' Relief, investment reliefs, income tax, pension matters, SDLT, and tax-efficient holding structures for direct and indirect UK investments.

Entity taxation advice, shareholder structuring, profit extraction strategies, and smooth generational business transitions for owner-managed and family businesses.

Ongoing legal counsel for family offices — from governance and contracts to regulatory compliance, acting as trusted in-house adviser across the full breadth of family legal needs.

Preparing LPAs for property, financial affairs and health — and managing Court of Protection deputyship applications where mental capacity planning is required.

Diversification counsel, Agricultural Property Relief optimisation, heritage asset management, and generational continuity planning for landowners and rural estates.

Framework guidance on asset division upon relationship breakdown — particularly relevant for second marriages or protecting inherited family wealth.

Guidance for globally mobile professionals on pension fund management across jurisdictions, benefit timing and tax-efficient structuring.

Trust establishment, tax positioning and business holding structuring for international families with offshore assets or connections.

Advising UK resident non-domiciliaries on the remittance basis — generating clean capital, claiming the charge, loss relief on offshore losses and tax-free UK spending strategies.

Advising on current residence and domicile status and its tax implications, changing status, pre-arrival planning for new UK residents, and navigating the new non-domicile rules.

Specialist advice for those with US and UK connections — accidental Americans, estate and tax planning for mixed couples, double taxation relief, and trusts with American beneficiaries, in collaboration with US advisers.