Inheritance Tax Planning

Preserving wealth. Protecting generations.

We advise individuals, families, executors, trustees, beneficiaries, and business owners on all aspects of inheritance tax and wealth structuring – helping you to plan with confidence and clarity. Our work ensures that what you have built is protected and passed on efficiently, aligning financial, personal and family goals across generations.

As an independent London firm with deep experience in private capital, we combine technical expertise with sound judgement to create bespoke, practical solutions. Whether establishing trusts, structuring ownership, or managing complex estates, our guidance distils simplicity from complexity – enabling you to act decisively and plan ahead. The advice we provide gives you the confidence to preserve what matters most.

A joined-up view

Inheritance tax planning touches every aspect of a family’s wealth – from property and investments to business assets and international assets. We take a holistic approach, working seamlessly across tax, corporate, real estate and private client disciplines to ensure that each decision is fully integrated and future-proof.

Our lawyers advise on the creation and variation of trusts, family investment companies, partnerships and other structures designed to support succession and long-term stewardship. We also assist executors, trustees, beneficiaries and business owners with ongoing tax compliance and governance, ensuring arrangements remain effective as laws, markets and family circumstances evolve.

Quiet strength. Lasting value.

We know that tax planning is about more than numbers – it’s about people, priorities and peace of mind. We take the time to understand your intentions and family dynamics before shaping a strategy that achieves both efficiency and fairness. Our approach is measured, discreet and always personal.

As a certified B Corporation, we are committed to helping clients balance purpose and profit – structuring wealth responsibly and sustainably for the generations to come.

Three-dimensional advice

Drawing on our domestic and international experience, we advise on:

Inheritance tax and capital gains tax planning

Lifetime giving and exemptions

Discretionary, life interest and protective trusts

Family Investment Companies and Limited Partnerships

Estate and succession planning for business owners

Cross-border assets and domicile issues

Retirement, charitable giving and philanthropic structures

We look beyond immediate tax outcomes to anticipate how today’s choices shape tomorrow’s opportunities – ensuring your estate is structured, compliant and resilient for the future.

Collaborative in approach. Committed in purpose. Connected where it matters most.