Protecting your wealth for you, your family and successive generations

  • If you or your family have substantial assets, it may be important to you to arrange your affairs in the most tax-efficient way
  • Good planning can help you avoid paying inheritance tax, capital gains tax and income tax unnecessarily
  • We can create a legal structure tailored to you and your family’s needs

Protecting your wealth is an important part of ensuring that you are dealing with your money in the most effective way. However, it can also be a complicated process if not clearly understood. There are several forms of tax that you may be paying unnecessarily, including inheritance tax, capital gains tax and income tax.

You may also want to protect your wealth from potential threats such as spendthrift family members or dissipation through divorce and remarriage, and ensure that it is passed on to future generations in the way that you would like. Our specialists can ensure that your wealth is protected in the best way possible, and help you manage it effectively.

Giving you the peace of mind you need regarding the protection of your wealth

Our specialist team of tax and trust lawyers can help you protect your wealth by creating and managing the right legal structure tailored to your individual situation. This is a complex area of the law, and our specialists will guide you through the more difficult issues.

The first step is to ensure that we have a thorough understanding of your family circumstances, and what exactly you want to achieve. We will then review all the options with you and, if necessary, consult with other professionals such as Independent Financial Advisers, to come up with the best solution for you. On your instructions, we will draft all the necessary documentation, put the legal strategy in place and, if required, manage it for the future.

Experts in looking after the interests of you and your family

By forming a long-term relationship based on mutual trust and a detailed knowledge of your family’s affairs, we are able to look after your interests and those of your family for successive generations. Our team of experts are specialised in protecting wealth and ensuring it is a straightforward and simple process with your interests at the core of all we do.

We have offices in Southampton, Guildford, Lymington, Woking, London and Richmond and we offer specialist support to clients both locally and nationally. Contact us for more information on how we can help.