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Who We Help
Who We Help

We advise high-net-worth & ultra-high-net-worth individuals, families and entrepreneurs; and trustees, professional advisers, and international businesses on complex UK and cross-border tax matters.
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Private Individuals

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Business Owners & Entrepreneurs

Corporates

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Real Estate Developers / Investors
What We Do
What We Do

We deliver strategic tax advice, investigation support, trust and estate planning, and cross-border structuring for individuals, families, and the professionals who support them.

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Private Client services

UK & Overseas Trusts

Tax Investigations

Family Office advisory services

Businesses & Entrepreneurs
Who We Are
Who We Are

We are specialist private client and tax investigation advisers, known for clear, practical UK tax advice tailored to individuals, families, trustees, and businesses facing complex tax issues.
Discover who

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The Knowledge Hub

Opening intro, about who we help with our excellent knowledge of tax.
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Insights

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Home
Who We Help
Who We Help

We advise high-net-worth & ultra-high-net-worth individuals, families and entrepreneurs; and trustees, professional advisers, and international businesses on complex UK and cross-border tax matters.
Discover who
What We Do
What We Do

We deliver strategic tax advice, investigation support, trust and estate planning, and cross-border structuring for individuals, families, and the professionals who support them.
Find Out More
Who We Are
Who We Are

We are specialist private client and tax investigation advisers, known for clear, practical UK tax advice tailored to individuals, families, trustees, and businesses facing complex tax issues.
Discover who
The Knowledge Hub
The Knowledge Hub

Opening intro, about who we help with our excellent knowledge of tax.
Learn more
Get in Touch

The Knowledge Hub

Latest Insights

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Time for action: succession planning strategies before the IHT relief cliff edge

8 min read May 15, 2025

The Autumn 2024 Budget sent shockwaves through the business and farming communities with the unexpected announcement that Business Relief and Agricultural Relief from inheritance tax (IHT) will be drastically curtailed from April 2026.
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New Restrictions on APR & BPR - for businesses & farm owners

6 min read December 4, 2024

Following the Autumn Budget on 30 October the Government have announced a huge restriction to the availability of the UK Inheritance Tax (“IHT”) Reliefs - Business Property Relief (“BPR”) and Agricultural Property Relief (“APR”).
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From tractors to long tails - the Inheritance Tax regime under the new Labour Government

4 min read December 4, 2024

The Autumn Budget 2024 brought several significant changes to the UK tax landscape.
Read

Factsheets

Discover our concise and client-focused fact sheets, ideal for quick reference and essential information.

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EIS & SEIS Investments: Unlocking Tax Advantages
December 1, 2024
Structuring Wealth with Family Investment Companies
November 1, 2024
Government Response to Consultation on Carried Interest
November 1, 2024

Guides

Discover our detailed, client and adviser focused step-by-step tax guides.

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Family Investment Companies & Partnerships

Income Tax and Capital Gains Tax planning with Life Bonds and Family Investment Companies
June 23, 2025
Cross-border Tax Issues

Relocating to the UAE: UK tax considerations for individuals and businesses
February 26, 2025
Business Exit Planning

Securing the Future: A Comprehensive Guide to Family Investment Companies
November 1, 2024