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There are many things to be considered when looking at protecting both your family and your home.

Inheritance tax and capital gains tax together with illness and loss of income all need to be part of an effective protection planning strategy.

Having worked hard to build up your estate, it is vital that you have a rock solid plan in place. This means you can pass on that wealth to the people you care about and minimise the amount of tax you pay.

It’s important to make sure you aren’t paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.

Inheritance tax rules and family circumstances can also change. We believe in building long-term relationships which allow us to adapt your plan to match the ups and downs of life.

We have now launched Family Estate Planning Ltd as a companion business providing expert advice on Wills, Powers of Attorney and Trusts. You can read more about it here or visit

  • Inheritance Tax

    Often described as an avoidable tax - we can help manage your liability.

  • Capital Gains Tax

    Let us help you make sure you aren't paying more than you need to.

  • Trust Arrangements

    We can ensure your wealth is passed on in the way you wish it to be.

  • Family Protection

    Life can be full of surprises. Make sure you're protected against them.

  • Long-term relationships

    When you financial situation changes, we'll be on hand to keep things running smoothly.


Cash flow planning

Lifetime cash flow planning is a key element of our work.

Retirement planning

Peace of mind knowing you can fund the lifestyle you want.

Investment planning

Our investment strategy is based on understanding your needs.

Get in touch for a free, no obligation 1-hour consultation meeting